Our Unique Benefits
- Free, no obligation,retirement, estate, and/or tax savings consultation
- No complicated phone menus, you will always speak to a live person during office hours.
- Free Personalized Retirement and Investments plans to fit your lifestyle needs. No cookie cutter plans or one plan fits all.
- Independent Agent - able to shop high rated companies nationwide for the best products with the highest possible rates of return for your investment dollars.
- Smaller investors welcome
- All customer service requests handled by our friendly, competent staff (i.e.,address/beneficiary changes, required minimum distributions, withdrawal requests, etc.)
- Family owned and operated
- Free educational programs in South Texas
Our Specialites
Here are a few of our products and services (call for a full list):
- Estate Planning and Preservation...we put you in control of your affairs
- Retirement Planning
- Finding the safest and highest yielding annuities available on the market
- Asset Protection Strategies
- Income Tax Reduction
- Social Security Taxation Reduction
- Lawsuit and Inheritance Lump Sum Protection
- Medicare Supplement Policies
- Teacher Retirement accounts (403-B TSA Accounts)
- Long Term Care Protection
Give us a call today if you have any questions or to set up a complimentary appointment.