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Manage Your Money with Confidence

Manage Your Money with Confidence

Today's investment climate offers unprecedented opportunities. At Midtown Financial Group, our mission is to help clients take advantage of those opportunities by providing them with three key tools:

  • A clear understanding of their financial goals
  • A well-defined roadmap for pursuing those goals
  • Ongoing advice to help adjust their roadmap when their needs change
What We Bring to the Table

What We Bring to the Table

Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conservation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to pursue both short-term and long-term objectives. On our web site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight products designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our Web site often, as our content is constantly changing. For help with your financial management, or for more information on Midtown Financial Group, please contact us today.

What We Offer

We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. 

Tax
Planning

Investments Management

Retirement
Management

...And
More!

Tips and Resources

The latest topics in our library to Inform and Inspire.

My Retirement Savings

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.
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Protecting Those Who Matter Most

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.
Learn More
Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Learn More

Our Experts

Rhonda Barclay

Rhonda Barclay, CRPC®

LPL Financial Advisor

713-355-9895

713-355-9888

Tina Wu

Tina Wu

CFO at LPL Financial for CFO Solutions

713-355-9895

713-355-9888

Jay Collier

Jay Collier (he/him/his)

Financial Associate

713-355-9895

713-355-9888

Liz Irvin

Liz Irvin, M.A.

Client Service Specialist

713-355-9895

713-355-9888

Catherine Allred

Catherine Allred

LPL Registered Administrative Assistant

713-355-9895

713-355-9888

Learn How We Can Help You

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