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5410 FM 1863, Bulverde, TX 78163    |    (800) 447-1377    |    Get Office Directions

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A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement 18 Years Worth of Days

Your Financial Partner

My commitment is to help you work towards achieving all your financial goals, provide you with a customized retirement plan while supplying services and products at a “One Stop Financial Planning Shop."

I have a commitment to excellence in everything I do. I consider it an honor and a privilege to help my clients work towards making sound investment decisions that will contribute toward a secure future. I provide impeccable client service to help reduce taxes and protect assets by utilizing numerous investment products and strategies through my affiliation with Cambridge Investment Research, Inc., so I can help protect my client’s lifestyle for a lifetime.

Helpful Content

How Income Taxes Work

How Income Taxes Work

A quick look at how federal income taxes work.

Insuring Your Business Against Cyber Liability

Insuring Your Business Against Cyber Liability

90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?

What is the Value of Your Business?

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

 

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Six Most Overlooked Tax Deductions

Six overlooked tax deductions to help manage your tax bill.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

The Five Basics of Financial Literacy

How literate are you when it comes to your finances? Brush up with these five basics.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

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Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

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