Tax Preparation

We have the expertise to provide you with the services that you need in San Antonio, Helotes, Bandera and Boerne Texas. Dedicated to keeping our tax preparation skills honed with continuing education courses throughout the year, we are highly qualified to prepare tax returns for all fifty states.

Life Insurance

Does your life insurance policy meet your family's needs? I review your life insurance coverage to help you identify potential gaps, and let you know affordable and easy it is to buy the right coverage for your loved ones.

If you desire, I can quickly provide you with competitively priced life insurance quotes from all of the top rated life insurance companies with the strongest financial ratings to help you compare and decide what policy and company is right for you and your loved ones.

Income & Wealth Preservation

Whether you are just starting your first job, planning for retirement, or looking for an exit strategy from your business, my firm has the expertise to help you. Through prompt and timely service, along with an intimate knowledge of pertinent rules and regulations, we can keep help you make sure you never run out of money, even if you live longer than you expect.

Request Policy Audit

We can review and audit your current insurance policies to help you understand the coverage you currently have, as well as what you actually need to ensure you are getting your money's worth when it comes to insurance. This comprehensive insurance audit is complimentary and comes with no obligation. The information you learn will benefit you and can be used by you to purchase insurance from any agent or company that you wish to use. I am your professional advisor and financial planner. Your concerns are my concerns, and I take my responsibility and fiduciary duty seriously.

Contact me via the link above at left, or call my office at (210) 645-5687 today!

Personal Financial Planning

Building and preserving your personal wealth requires specialized attention. You get one-on-one guidance and a comprehensive financial plan that helps manage risk, improve performance, and ensure the growth and longevity of your wealth.

Health Insurance

Your family's health is of utmost importance. As such, you need an advisor that will provide you with the information you need to make the best decision for you and your loved ones. Make sure your family is protected by the best coverage available - at a reasonable price.

Health Plan Quotes

Own Bank CD’s?

if you do, you probably are not happy at all with the results. There is a safe money option however that can help you obtain higher returns from FDIC-insured Bank CD's. You get all of the same benefits from your Bank CD that you already have: 100% principal protection, FDIC protection, guaranteed interest plus potential to earn a better interest rate.

Would you like to learn more? Contact me today. I can help you protect your money, and earn a better rate of return at the same time with full FDIC protection from respected national and international banks.

Estate Planning

Estate planning on your own can be complicated and costly. And the list is endless... state taxes, bureaucracy, probate courts, unfair appraisals, health care concerns, eligibility of heirs, life insurance, IRA's, 401K's, annuities, burial or cremation costs, and intent regarding death-postponing treatment to name a few. Not knowing your legal and financial rights often ends up costing you more in the end.

Call me today for a comprehensive look at your current situation, and make sure everything is exactly as you want it to be.