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At Wealth Mentors, our sole focus is YOU.

Meet Samuel A. Dodson, CPA, MST

As a partner and chief compliance officer of Signature Financial Advisors, Sam Dodson helps clients achieve their financial goals by providing comprehensive financial planning services.

Sam got his start in the industry in 1994, after serving in the public accounting industry, commercial banking industry and as president of a credit union.

His Practice areas include:

• Income, Estate, and Gift Tax Planning
• Wealth and Income Protection
• Wealth Management

Sam is a Certified Public Accountant (CPA) and a member of the Texas Society of Certified Public Accountants. He has the investment advisory licenses and holds the life, accident and health insurance licenses in Texas.

He graduated from Drexel University with a bachelor’s degree in business administration, majoring in accounting. He also has a Master of Science (MST) degree in business administration, from Drexel, as a Taxation major.

Sam has been married to the love of his life, Carole, since 1972. In his free time, Sam enjoys cooking and is the sous chef in their home.

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Investing in securities involves risk, including possible loss of principal. Guarantees offered by insurance and annuity products are backed by the financial strength and claims-paying ability of the issuing company.

To schedule a time to discuss your financial future and the possible role of insurance or investments in your financial strategy, contact us at info@mysignaturefa.com or call us at 713-552-7000 today!

We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives.

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Request our Retirement Kit that addresses several topics you should consider when planning your retirement.
  • why work with Signature Financial Advisors
    At SFA, we recognize that our clients are as unique as their signatures. We create customized solutions, so our clients can enjoy their lives with less stress.
    Signature Financial Advisors, LLC is an investment adviser registered with the State of Texas. Advisory services are only offered to clients or prospective clients where Signature Financial Advisors, LLC and its representatives are properly licensed or exempted.

    Content prepared by Kara Stefan Communications.

    We are an independent firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions.

    If you are unable to access any of the news articles and sources through the links provided in this text, please contact us to request a copy of the desired reference.