As a CERTIFIED FINANCIAL PLANNER™ and Dave Ramsey Trusted SmartVestor Pro at Edelman Financial Engines in San Antonio, Texas, I am passionate about helping my clients get to and through a successful retirement. To me, nothing is more fulfilling than helping others succeed in their financial goals and giving their families an opportunity to secure a better life.Your trust is everything; my goal is to make sure you understand how your money is being invested so you can be confident in our strategy and approach, freeing you up to focus on enjoying life and provide peace of mind knowing that you are working with someone that cares about your finances as much as you do.You can’t get anywhere in life without a plan. That is why it is my mission to deliver comprehensive, goals-based, fee-only, personal financial planning & wealth management. It takes a unique perspective to combine all of your assets into one view – not just to see them all, but to make sense of them all. I will provide a view not just into your retirement savings, but also Social Security, insurance, estate planning, mortgages, college, health care – the full picture – all while putting your best interests first as I will always act as a loyal fiduciary. When we meet, we will have conversations about your financial goals and working toward the retirement you want. We’ll discuss your overall portfolio and your probability of reaching your retirement goals based on your current approach, as well as the changes you can make to your Social Security claiming strategy, investments, savings rate or expectations that will improve the likelihood of achieving those goals. If this common sense approach to investing and financial planning makes sense to you, please give me call me at (210) 268-1129 to schedule a free, no-obligation consultation today!
CFP, ChFC, CRPC, RICP
Director, Financial Planning
Edelman Financial Engines
Serving Clients in these States