Who do you work with?
We partner with professionals and their families in corporate, education, and public service careers in the greater San Antonio area to help them create a comprehensive financial plan and investment management strategy. We also work virtually with clients nationwide. Ideal clients believe in the importance of educating themselves about their finances.
Do you offer tax planning services?
Yes, we use software that uploads your Form 1040 tax return and provides an in-depth analysis of the return and future projections of income taxes. Note: we do not file taxes with the IRS. The report is primarily informational. For tax advice, you should speak to a CPA.
Do you offer any discounts?
Our fees are transparent and posted on the website. We do offer a discount of $25 per month for the Premium and Platinum subscription plans when a client works virtually.
Do you work virtually with clients?
We do work virtually with clients. There is a $25 per month price decrease off the Premium and Platium subscription plan for entirely virtual clients.
Are there any account minimums to work with us?
There are no account minimums to work with us. We offer three flat fee plan options and each plan has no account minimums.
Can you provide ongoing investment advice and not manage my money?
Yes, investment advice is included in the Subscription Plans.
How does the subscription plan work?
Depending upon the complexity of your finances, for the subscription plan payments start at $125 per month. You can cancel at any time with 30 days' notice. To learn more click here.