Investing for the future

Investing and Retirement Planning

In Service 401K Rollover
Ira vs Roth
Annuity Basics: The Possibilities of Annuities
Consolidating Your IRAs
Ensuring You Have Sufficient Retirement Savings
Self-employed Retirement Plans

Taking care of your family

Family and Estate

Preserving Family Wealth: Planning Across Generations
Understanding Living Trusts






PHONE:
FAX:
E-MAIL:

(713) 751-3163
(832) 201-9924
sshirley@ims-securities.com
1560 W. Bay Area Blvd. Suite 105
Friendswood, TX 77546

6121 FM 1960 West, Suite 200
Houston, TX 77069

10205 Westheimer, Suite 500
Houston, TX 77042
Mr. Steven Shirley is a Registered Representative of IMS Securities, Inc. Member FINRA/SIPC and Investment Advisor Representative of IMS Financial Advisors, Inc. 10205 Westheimer, Suite 500, Houston, TX 77042. IMS Securities, Inc., IMS Financial Advisors, Inc., and Steven Shirley are not engaged in rendering legal, accounting or tax advice. If these services are required, utilize the services of a CPA, attorney, accountant, or other consultant as may be required.