Providing Innovative Financial Solutions for Businesses and Individuals


 

Welcome!

We are located in the heart of San Antonio, Texas, but have built bridges that allow us to service clients both nationally and internationally.

Our work with clients encompasses these key areas:

Business Planning for Small Closely-Held Businesses - Allow us to assist you with critical issues such as your employee benefit programs, buy/sell funding, key person programs, deferred compensation, growth & exiting of your business.

Personal Planning - Helping you identify and accomplish financial goals of growth, family/asset protection, and distribution needs which are personalized to your unique situation.

Retirement Planning - Choosing among the various retirement plan choices can be confusing. We can help you decide which plan(s) are suitable for you. We can also help consolidate multiple IRA or retirement plan accounts at your former employer(s) into an IRA rollover, and help you decide upon a retirement income strategy and income schedule.

Estate Conservation - We can help you direct your hard-earned assets in the way you choose when the time comes to pass to the next generation or charity. The changing laws and rules regarding estate planning require that plans be implemented and reviewed regularly from tax, legal, insurance, and investment points of view. We often coordinate the work of your "financial team"-your attorney, CPA, insurance and financial professionals.

We hope that you will use our website as a resource. In addition, do not hesitate  
to contact us  for additional information or to schedule a free consultation.

Thank you for your interest and we hope you will give us the opportunity to serve you.
 

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Newsletters

  • The Cost of Family Caregiving

    A look at the financial, emotional, and physical costs of family caregiving with some helpful suggestions for caregivers.

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