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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.
Articles
Having control over your day-to-day finances
Money is personal, and emotional, but it doesn’t have to be scary. Understanding how your day-to-day finances and your emotions are connected can help you take more control of your financial situation.
Easy steps for starting a "surprise" fund
Surprises happen, and they can get very expensive. Whether you have a "surprise fund" already or not, these easy steps can help you feel secure and prepared for any future surprise expenses.
Budgeting for a non-budgeter
Budgeting doesn’t have to be a scary word. Take the fear out of budgeting with these simple tips, tricks, and ideas to help even a beginning budgeter get started.
Should you combine your finances after getting married
Whether or not to tie your finances together after you’ve tied the knot is a big question for all newly married couples. Here’s what you need to consider before making the decision.
5 things to do after divorce to help build financial freedom
Divorce is a reality that half of married couples will face in their lifetime—it’s an emotionally challenging time for most, but bringing a thoughtful approach to your finances throughout the process can ensure that you come out on the other side prepared for your new life.