Consulting and Financial Planning Services

Our investment process and the resulting Wealth Management Plan are designed for the specific circumstances of each client and will incorporate the following services:

 General Financial Planning

  • Investment Portfolio Management

  • Strategic Asset Allocation to manage portfolio risk

  • Retirement Planning Analysis

  • Life Insurance Analysis, Evaluation and Recommendation

 Estate Legacy Planning

  • Strategies to help minimize inheritance taxes

  • Coordination with client's key professionals for other plans

  • Analytical development of Business Succession Planning and Buy/Sell Agreements

  • Strategies regarding family wealth transfer between generations

  • Clarity regarding philanthropic strategies

 Executive and Physician Services

  • Asset Protection Planning to help lower the risk of claimants and creditors

  • Low Cost Basis Stock Strategies to help increase income and reduce capital gains taxes

  • Cashless Stock Option Exercise services for corporate executives and insiders

  • Retirement Income Analysis

 Corporate Services

  • Deferred Compensation programs for senior management

  • 401(k) retirement plan services

  • Corporate Cash Management increasing yield and liquidity

  • Corporate Portfolio Management

  • Corporate Asset and Liability Matching

Investment advisory services and securities offered through Cetera Advisor Networks LLC, member FINRA/SIPCCetera is under separate ownership from any other named entity.

9311 San Pedro Ave., Ste 750, San Antonio, Texas 78216 United States
We are licensed to offer Insurance Products in AZ, CA, LA, NJ, TX.
We are registered to offer Securities in AL, AZ, CA, CO, FL, GA, IL, IN, KS, LA, MA, MD, MI, MO, ND, NJ, NM, NY, TN, TX, UT, VA, WA, WI.

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