We are your safe money source.  Looking for a firm that treats you like

family and you can finally sleep at night not worrying about your investments? 

Call us today to schedule a free no obligation consultation. 

We have been in business for over 20 years and we are here

to help you make your dream of retiring a reality.


"Because you can't afford mistakes"

Our Unique Benefits

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

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.

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