South Texas Retirement
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The 401k Optimizer
What's Your Story?
Our Mission
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Hi and thanks for taking this moment to visit.
You should know that we are Financial Planners dedicated to providing you with quality independent financial products and services.
Independent simply means that we are not bound or restricted to use certain proprietary or company-sponsored products. We have thousands of financial products available that we can use to best fit your unique financial situation and goal. This should be very important to you.
Equally important is our affiliation with Money Concepts International. They provide access to these products as well as a technology platform that helps us be efficient in the day to day activities. But most important they also provide a support network of education and experience which helps to sharpen our skills, ultimately benefiting you.
Our livelihood resides in the satisfaction of our clients and we will strive with our service and will work diligently to help you reach the financial goal.
Please take the time to contact us to learn more.
The 401k Optimizer
Currently in the United States, for every 100 people who reach 65... 1 is wealthy, 19 are financially independent, 15 are required to keep working, 19 died before 65, and 46 are dependent.
In the richest country in history, 46% of Americans can't support themselves in retirement years.
We can do better! Successful achievements of personal goals require careful strategic planning along with disciplined implementation. The 401k Optimizer is a systematic approach to the achievement of your goals and objectives in your 401k, TSP, 457, and 403b employee retirement plans.
Managed Accounts
Whether you're just starting out, something for the kids, or your own retirement rollover, we have a portfolio just for you. Our more popular portfolios pay dividends that can either be reinvested or paid out. Questions about investing?
MORE INFOWhy Choose Us?
Let's make one thing clear: we’re not your typical financial institution/services firm. We're a community, a full-service hub committed to providing you with the tools you need to succeed, the freedom to chase your goals, and the support to back you up. You want to strengthen your business, create new connections, and increase your profits; we aim to help you achieve all that and more.
The company you choose to work with should, above all else, want to see you succeed, and that’s precisely what we want for you/and that’s precisely why you chose to work with us.
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