Thanks for spending some time to get to know my business.
The best place to start is with my mission statement. It's simply - to Help people achieve their financial goals while providing world-class Customer Experience at Ultra-Low Costs.
We are an Independent, fee-only, financial planning firm with offices in Austin, Houston and Harlingen, Texas. Our goal is to provide financial planning advise for all clients – no minimum assets required, no long-term contracts and no commissions. We will work together to build you a custom financial plan based on your goals, hopes and concerns. The planning process is an interactive, real-time exercise. Think of us as your Virtual-Financial-Planner.
The financial planning process is holistic and we will cover all areas: savings, retirement, college, investments, withdrawals, tax strategy and gifting strategies and more.
We use a world-class Financial Planning tool that is very powerful and flexible. Included in the Financial planning toolset is; account aggregation, digital file storage, built-in web meetings and your own personal web portal that provides Net Worth, Budgeting, Reporting, and Transactions.
So as you see, we have the tools, experience, and education to create a holistic financial plan the can lead to your financial peace of mind.
Thanks for visiting and I look forward to the opportunity to help you achieve your financial goals.