About us
After establishing a successful bookkeeping and income tax preparation practice, we realized that many of our clients were in need of additional assistance in managing their investments, retirement planning, and financial planning. Concerned that our client's need would not be met elsewhere, we decided to integrate financial planning and wealth management services to our practice through an independent advisors agreement with Money Concepts.
Today, our practice offers clients a holistic wealth management approach. Our services include:
- Bookkeeping
- Income Tax Preparation and Planning
- Tax Resolution and Representation
- Wealth Management and Advisory Services
- Financial Planning
- Retirement Planning
- Life and Health Insurance
- And much more!
Through an affiliation agreement with Border Federal Credit Union, we also provide wealth management and financial planning services to credit union members at all branches of the credit union including Del Rio, Eagle Pass, Crystal City Texas and Laughlin Air Force Base.
Our Team
Like an eclipse, when the stars align, wonderful things are possible. Let us help you align your finances and goals to create the wonderful future you are seeking.
Independent Representation Benefits
As an independent advisor, I am able to provide an array of financial solutions with no proprietary products or constraints. From basic needs to complex strategies, I have the ability to effectively serve you.
A 10 1/2 year study of investments made over 5,000 mutual funds conducted by Dalbar Financial Services (ending May 31, 1995) illustrates why. Investors who used independent registered representatives outperformed those who didn't by over 17% in their equity fund investments and approximately 21% in their fixed income fund investment.
Financial publications like to show lists of hot funds to buy now, but those recommendations change frequently. Whose list should you believe? With an independent professional on your side, you can gain an understanding of how changing economic and market conditions affect your particular situation. So when you do make a change in your investment portfolio, there's a logical reason behind it.
As an independent registered representative, it is my job to learn who you are, where you are with your investment program and where you want to go.
What does it take to develop a personalized investment program, monitor your investments and keep track of all the paperwork, too? More time than your busy schedule may allow.
By the time important investment news reaches the financial media, it may lose its value for the average investor. As an independent registered representative, I can let you know about an opportunity while it still is an opportunity.
Owning just one investments isn't always the best strategy. Diversifying your investments among a number of different investments can reduce overall risk. Two investments, five investments, what percentage of your investable dollars do you put in income investments, in equity investments, money market investments, in domestic versus international investments?
What difference does independence make? As an independent registered representative, I can offer a myriad of investment options from a wide variety of money managers. A registered representative is only truly independent if his or her firm does not offer any proprietary products; and the firm is not owned or controlled by a financial services company that produces insurance or investment products.
Bloopers are the ones that make moments memorable.
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