Financial Solutions


Helping you pursue your financial goals

Financial Goals

Financial Service Options

Education Savings

The cost of education is going up—but you can prepare for what could be one of the largest expenditures you ever make. Don’t delay. Give me a call to learn more about ways you can save for your child’s education.

  • 529 College Savings Plans
  • Coverdell Education Savings Accounts
  • UGMAs/UTMAs

Retirement Plans

We can help as you plan for retirement. Let’s have a discussion about your retirement objectives, and I’ll discuss options to consider as you work toward your financial goals.

  • Traditional & Roth IRAs
  • IRA & 401(k) Rollovers
  • Variable & Fixed Annuities

Life Insurance

Protecting your family’s financial security may be an important part of your overall financial strategy. Let’s discuss your options today.

  • Variable Universal Life Insurance*
  • Traditional Permanent Life Insurance
  • Term Life Insurance

Wealth Management

As you manage the wealth you’ve built, we offer a diversified suite of products. Let’s discuss investment and other product options that may work for you. Call or visit my San Marcos office to learn how.

  • Mutual Funds*
  • Variable Universal Life Insurance*
  • Universal Life Insurance
  • Index Universal Life Insurance

Benefits for Your Business

As an entrepreneur, you may have specific needs—and I can help as you decide which retirement plan best fits your financial strategy.

  • SEP / SIMPLE
  • 401(k) Plans
  • Solo 401(k) Plans

Get Started Today

Whatever your financial goals may be, contact us to take the next step.

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