May 2, 2018

About Us

spyglassesWe are business owner consultants, estate, retirement, final expense & financial planners based in San Antonio Texas.  We have over 30 years experience in financial services with a focused over the last 15 years in the area of retirement planning, final expense, estate planning, tax & risk mitigation for individuals and small to midsize businesses. We work with financial institutions, affiliate financial planners, and board certified legal and accounting firms to provide comprehensive financial services. We have experience and have worked in insurance, annuities, stocks, bonds, options, commodities, real estate, mortgages and business consulting. Our mission is to provide the most current information available for tax mitigation, tax credits and business savings and final expense in addition to access to financial products, instruments and tax efficient strategies to protect your assets, your legacy and maximize current and future income with continued growth without exposure to risk of capital.

Financial products serve as a medium to help you realize your objectives. An investment vehicle should be selected only after you have conducted an investigation of your goals and an analysis of how you can best achieve them. Without proper planning and periodic monitoring, wealth can be eroded by inflation, taxes, negative economic impacts, social, political, and natural events. Understanding how to position yourself in the marketplace requires that you understand the impact of volatility, price fluctuation and personal risk tolerance on your financial objectives and your investment portfolio. We help you identify your goals, analyze your risk profile, assess your needs, and establish a personalized plan of action.  We then work with you to manage that plan.

Want more information on final expense options?
The desire for an economic funeral held true over the past 5 years. In 2017, 68% would prefer cremation over burial, slightly higher than the 2012 survey (62%).
  • A very nice casket 2%
  • A very nice burial plot and gravestone 10%
  • A large memorial party 18%
  • A unique send off 7%
  • Nothing, I don’t want my funeral to be extravagant
  • 90% communicate the death of a loved one by phone
* we never share your details with third parties.
It's been said that data & information are some of the most valuable assets to have. It as also been said that intelligent decisions are made with intelligent information.
  • Procrastination is opportunity's assassin and is one of the most common and deadliest of diseases and its toll on success and happiness is heavy.

  • Request Your Final Expense Quote today!
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