Broker Check

 (210) 684-9335

2023 Lockhill Selma Road San Antonio, TX 78213

Financial Services

We provide assistance in the following areas:

Retirement Accounts

  • 401(k) Accounts
  • 403(b) Accounts
  • 457 Accounts
  • IRA – SEP
  • IRA - SIMPLE
  • IRA - ROTH
  • IRA – Traditional

Investments

  • Managed Accounts
  • Municipal Bonds
  • Mutual Funds
  • Real Estate Investment Trusts (REITs)
  • Stocks
  • 529 College Plans

Annuities

  • Fixed Annuities
  • Fixed Index Annuities
  • Immediate Annuities
  • Variable Annuities

Insurance

  • Long Term Care Insurance
  • Term Life Insurance
  • Universal Life Insurance
  • Whole Life Insurance

Financial Planning  

  • Social Security Claiming Strategies
  • Systematic Income Streams
  • Tax-Efficient Income Models
  • Tax –Efficient Investment Strategies

Estate Planning

  • Estate Tax Reductions Strategies
  • Estate tax Funding Strategies
  • Life Insurance Trust Design
  • Charitable Planning
  • Gifting Strategies to Benefit Your Children/Grandchildren