Broker Check


How We Work

We are an Independent Financial Services firm serving clients since 1989, headquartered in the beautiful Texas Hill Country just northwest of San Antonio, Texas.

Our dedicated team of advisors and support staff offer high quality solutions and customer experience to help meet each client’s specific needs and goals.

The Firm has been affiliated with SagePoint Financial Advisors, Inc., a large national broker-dealer, since 1995.

Our partnership with SagePoint allows us to bring significant resources to clients while maintaining strong industry relationships and experience. They also provide support with compliance, back-office operations, and advanced technology systems.

Our firm focuses on helping individuals develop sound retirement strategies. If you are retired – or approaching retirement – please take the time to explore our website and the wealth of information we offer. We offer personalized, hands-on service. We educate our clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

We understand the many challenges of retirement today and know the biggest concern for many is outliving their money. We focus on money management, as well as other issues that are critical to your financial well being.

Our Services Include: 

Risk Management

  • Life Insurance Planning / Audits
  • Long Term Care Planning
  • Income Protection
  • Business Succession

Wealth Accumulation & Investments

  • Portfolio Construction
  • Qualified Retirement Planning (401K , IRA)
  • Non-Qualified Planning
  • Asset Location / Allocation
  • Tax Planning
  • Managing Volatility

Distribution & Estate Planning

  • Income Distribution
  • Legacy Planning
  • Charitable Gifting

College Planning

  • 529
  • Gifting
  • State Sponsored

Comprehensive Financial Plan Coordination

  • Debt
  • Cash Flow Planning
  • Social Security
  • Medicare
  • Net Worth
  • CPA Coordination
  • Estate Planning Attorney Coordination

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.


Free Retirement Guide

It's never too soon to start preparing for retirement. But do you know what to look out for? Download our free ebook, "Retire Happy: A Simple Guide to Your Next Big Adventure."

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