I partner with busy families and professionals in the San Antonio area to reduce taxes, invest smarter, and create flexibility in their lives.
You need a partner, not a product.
A Fee-Only financial advisor is one who is compensated solely by the client with neither the advisor nor any related party receiving compensation that is contingent on the purchase or sale of a financial product.
The Fee-Only method of compensation is the most transparent and objective method available. Some advisors utilize a commission-based model where they receive compensation based on the specific products they sell you. This introduces a conflict of interest that is inherent in the transaction.
I believe in placing your best interests first. Therefore, I am proud to commit to the following five fiduciary principles:
I will always put your best interests first.
I will act with prudence; that is, with the skill, care, diligence, and good judgment of a professional.
I will not mislead you, and I will provide conspicuous, full and fair disclosure of all important facts.
I will avoid conflicts of interest.
I will fully disclose and fairly manage, in your favor, any unavoidable conflicts.
I love this business because it enables me to build meaningful relationships with my clients as we share and explore an extremely personal subject. I have designed my business around serving a select few households so that I can really focus on the depth of each engagement and bring as much value and attention as possible.
The backbone of my business, the Ongoing Planning service, is designed around long term engagements. In order to build trust and show my commitment to the long term, I offer an Initial Plan Guarantee.
If you are not satisfied with my planning services up to and including the Initial Plan Delivery, the full payment will be refunded.