Steven C. Colson

Do you know exactly how much money it's going to take to be able to retire comfortably, and stay comfortably retired?  Would you like us to help you figure it out? 

My commitment is to provide independent and objective financial planning, superior investment alternatives to individuals and businesses, and world-class customer service. I take great pride in tailoring investment strategies to match my clients' needs and circumstances.


Phone: 979-680-0658 ext. 114

Assisting individuals with their wealth accumulation and retirement needs since 1991.  Steve founded Executive Financial Services as a client-focused independent Values-based financial services firm that would provide investors an alternative to the conflicts of interest inherent in the relationship with a traditional brokerage firm.   

Steve is a graduate of Texas A&M University in College Station, Texas and the American College in Bryn Mawr, PA.  Steve holds the Chartered Financial Consultant (ChFC) designation whose educational curriculum focuses on the complete financial planning process for his clients. In addition, Steve is a Registered Financial Consultant, and an accredited Certified Senior Advisor, CSA, a professional leader meeting the key needs and issues facing those age 50+.  Steve has been published and featured in articles of Flair Magazine, and Bryan-College Station Eagle Newspaper.

Steve and his team developed WealthCare, the Dynamic 4Square process of financial planning. 

Steve is a founding member of the Central Texas Association of Insurance and Financial Advisors and is a Top of the Table member of the Million Dollar Round Table.  He serves as a board member of the Texas Forestry Association.

When he isn't helping clients in the office, he enjoys the outdoors and spending time with his family. 

“We've done research; we've found those that save have more money than those that don't.”- Steve