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Exciting news! Our Principal, Juan G. HernandezAriano, was recently quoted in MarketWatch on retirement strategies for l...
01/30/2026

Exciting news! Our Principal, Juan G. HernandezAriano, was recently quoted in MarketWatch on retirement strategies for late starters.

Juan shares practical insights on catching up on retirement savings, even if you're starting from scratch at 50. The article features inspiring stories and actionable strategies for fast-tracking your financial future.

Read the full article in the link below! 👇
https://www.marketwatch.com/story/this-single-mom-saved-1-million-in-15-years-to-retire-at-49-how-to-use-her-strategies-to-catch-up-on-retirement-savings-0953b686?st=R2hLkX&reflink=desktopwebshare_permalink

Juan HernandezAriano, CFP®, CSLP®, our company principal, will be on  Houston Public Media tomorrow, Tuesday, December 1...
12/15/2025

Juan HernandezAriano, CFP®, CSLP®, our company principal, will be on Houston Public Media tomorrow, Tuesday, December 16th at 12:30pm to talk about what "Trump Accounts" for kids could mean for parents' finances.

Don't forget to tune in tomorrow to 88.7 FM and listen in!

🚨 Nearly half of Harris County residents couldn't cover a $400 emergency, according to Rice University's latest survey. ...
06/13/2025

🚨 Nearly half of Harris County residents couldn't cover a $400 emergency, according to Rice University's latest survey.

Our very own Juan HernandezAriano, CFP®, CSLP®, Principal of WealthCreate, was featured in discussing the importance of emergency funds and practical steps to start building financial stability.

"It starts with setting some money aside, period. You don't need a sophisticated plan - a piece of paper, a couple of rules, that can be a financial plan." - Juan HernandezAriano, CFP®, CSLP®

Read the full article to learn more about Houston's financial landscape and actionable advice for building your emergency fund 👇

https://www.houstonpublicmedia.org/articles/finances/2025/06/09/523502/45-of-harris-county-residents-say-they-couldnt-pay-for-a-400-emergency-study-finds/

Today, we stood shoulder to shoulder with the incredible community at CrossFit Revitalize in Spring, TX for the 2025 Mur...
05/26/2025

Today, we stood shoulder to shoulder with the incredible community at CrossFit Revitalize in Spring, TX for the 2025 Murph Challenge. It was a powerful tribute to the heroes who give everything so we can live in freedom.

To those who serve, both seen and unseen, your sacrifice, strength, and unshakable spirit move us deeply. Honoring you through challenge and sweat is the very least we can do.

Thank you, , for allowing us to be part of something so meaningful. Today reminded us what endurance, unity, and purpose truly look like. 🇺🇸



Crossfit Revitalize Crossfit Revitalize

05/26/2025

We take the day to remember and honor the brave men and women who made the ultimate sacrifice for our freedom. 🇺🇸 Their courage and dedication will never be forgotten.

To all the families who have lost loved ones in service to our country - we are forever grateful. Wishing everyone a meaningful Memorial Day.

📣 Houston, tune in! 📣 Our very own Juan HernandezAriano, CFP®, CSLP®, will be live on NPR 88.7, answering your questions...
05/13/2025

📣 Houston, tune in! 📣 Our very own Juan HernandezAriano, CFP®, CSLP®, will be live on NPR 88.7, answering your questions about student loans and how to navigate those payments! 🎓💰 Don't miss this chance to gain valuable insights. Listen in and take control of your financial future! 🎧

🎥 Catch us on KHOU-11 today at 4:30 PM!Juan G. HernandezAriano, CFP®, CSLP® Founder and Principal of WealthCreate Financ...
04/22/2025

🎥 Catch us on KHOU-11 today at 4:30 PM!

Juan G. HernandezAriano, CFP®, CSLP® Founder and Principal of WealthCreate Financial, will be featured discussing the latest announcement from the U.S. Department of Education on the resumption of federal student loan collections.

📚 Insightful commentary from a Certified Student Loan Professional on what this means for borrowers, taxpayers, and the future of student loan repayment.

Tune in through the link below:

https://www.khou.com/watch

Tariffs and inflation are driving up the cost of living and many families are taking a hard look at their budgets. But i...
04/17/2025

Tariffs and inflation are driving up the cost of living and many families are taking a hard look at their budgets. But it’s not always obvious where the real spending is happening — or how to adjust it.

Our principal and Certified Financial Planner™ Juan HernandezAriano encourages families to rank their true priorities — like saving for retirement or their kids’ education — and compare those with actual spending habits.
In many cases, everyday purchases like takeout and shopping make up 60% of monthly expenses, even though they’re not considered important.

Identifying this gap can be the key to confidently navigating economic uncertainty and staying focused on long-term goals. Check out the full article below:

https://www.marketwatch.com/story/parents-are-hunkering-down-financially-to-brace-for-trump-tariff-impact-ed9bb32c?mod=venessa-wong

Want more practical, real-world financial insights for families?
Follow us for expert strategies you can actually use.

🇨🇴✈️ ¡Nos Vemos enColombia!  Si eres empresario en busca de estabilidad financiera o estudiante interesado en el mercado...
04/05/2025

🇨🇴✈️ ¡Nos Vemos enColombia!

Si eres empresario en busca de estabilidad financiera o estudiante interesado en el mercado internacional, esta es tu oportunidad. Únete a nosotros en Bucaramanga el 7 de mayo a las 5:00 PM para una conferencia especial en alianza con la Universidad Autónoma de Bucaramanga (UNAB).

Aprende de expertos financieros galardonados en Estados Unidos, destacados en medios como , , , y . Un espacio único de educación, conexión y reflexión estratégica que no te puedes perder.

📍 UNAB Campus
📅 7 de mayo
🕔 5:00 PM

🎟 Regístrate gratis aquí: [https://www.wealthcreate.net/events-1/educacion-unab](https://www.wealthcreate.net/events-1/educacion-unab)

🔹

Este evento educativo contará con la participación de expertos de WealthCreate, firma de planeación financiera reconocida entre las 100 mejores de Estados Unidos, quienes expondrán estrategias para diversificar y proteger el capital ante la incertidumbre social y política en Colombia.

If you were investing in 2020 and closely watching the numbers, it would have been far too easy to panic completely, sel...
11/12/2021

If you were investing in 2020 and closely watching the numbers, it would have been far too easy to panic completely, sell, and move your investments to cash at the worst possible time. Unfortunately, plenty of investors did exactly that, causing them to lose out on the astronomical gains the stock market has seen over the duration of 2021.

This is part of the reason financial advisors suggest only checking your investments once per month, once per quarter, or even less than that. When you have a plan in place you can avoid this.

So, need a plan? Contact us today!

Many families never seek the advice of a wealth management advisor. Why is it important? Steve Jobs once said, “It doesn...
11/11/2021

Many families never seek the advice of a wealth management advisor. Why is it important? Steve Jobs once said, “It doesn’t make sense to hire smart people and tell them what to do; we hire smart people so they can tell us what to do.” So how do you do it? Here are some basic issues to consider:

- First, you need to identify what wealth means to you and how best to manage it.
- Choose a financial advisor based on your definition of wealth.
- Build a plan that helps filter out the noise and becomes that road map that guides you to your wealth.

So, are you ready to start? Contact us!

To all of those who have served this great nation in military service, we can't thank you enough for all you've done. Ha...
11/11/2021

To all of those who have served this great nation in military service, we can't thank you enough for all you've done. Happy Veterans Day from all of us at WealthCreate!

Around what age do you plan to retire? Most respond with a long pause before saying they really haven't thought much abo...
11/10/2021

Around what age do you plan to retire? Most respond with a long pause before saying they really haven't thought much about it. Most then answer that around 65 or 70, because they didn't start getting serious about financial planning until their early 30s. So here are 5 ways you can retire before 65:

1. Take full advantage of benefits at work.
2. Ruthlessly manage expenses
3. Max out retirement contributions in tax-deferred vehicles.
4. Save your pay raises.
5. Stick to a clear plan.

Don't have a plan? We can help with that, contact us today!

Address

325 N Street Paul St #3100
Dallas, TX
75201

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

Telephone

(800) 700-0095

Website

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