Services
New Generation Retirement
The New Generation Retirement® system is a holistic approach to ensure clients do not run out of money in retirement. It consists of five steps that incorporate three hallmarks of our company: fiduciary, transparency and technology. We’ll work with you to develop a retirement income plan that works best for you using our New Generation Retirement tools.
Asset Allocation, Risk & Alignment
Optimize your asset allocation for retirement.
We pride ourselves on providing retirement strategies to San Antonio, TX and the surrounding communities. We take a look at your unique mix of assets and integrate those aspects into a coordinated retirement income plan. Our main objective is to assist you in navigating today’s complex marketplace to accomplish your investment aspirations and goals. The recommendations you receive are tailored to you, factoring in your risk tolerance, time frame, and income specifications.
Enhanced Planning
Helping you leave a meaningful legacy and preserve family harmony.
Enhanced planning is one key element of any retirement strategy and helps ensure that you leave a legacy of family harmony, regardless of the size of your estate. Whether your priorities are preserving assets for future use or transferring your wealth to beneficiaries, we can help you build a plan that fits your needs and seeks to help maintain family harmony after you’re gone.
As part of our commitment to providing comprehensive estate guidance, we are proud to collaborate with Estate Guru, a trusted resource for organizing, documenting, and communicating your wishes. Through this partnership, we can offer you access to tools that help streamline your estate information, improve clarity for your loved ones, and reduce the likelihood of conflict or confusion. Together with Estate Guru, our goal is to help you create a legacy plan that reflects your values and provides your family with confidence and peace of mind.
Disclosure: Our firm does not provide legal advice, and you should consult an attorney for such advice.
Generational Vault
It wasn’t that long ago that managing your financial lives meant keeping track of dozens – if not hundreds – of documents like trusts, wills, powers of attorney, insurance policies, and more. They were squirreled away in drawers, boxes, grocery bags and who knows where else.
But thankfully, Generational Vault – your virtual safety deposit box – allows you to upload important documents and view your financial information. Generational Vault provides you with:
A snapshot of your financial picture; detailed records of your assets; important financial reports and dynamic charts; and much more!
Generational Vault helps to ensure that all of your important information will be safe, secure and accessible anytime, anywhere.
Tax Planning
Our tax planning service focuses on helping you assess your financial situation and understand potential tax implications related to your income, investments, and retirement goals. We provide information and guidance designed to help you make informed decisions throughout the year. By reviewing available tax considerations, credits, and deductions that may apply to your circumstances, we aim to support a more organized and intentional approach to your overall financial plan.
We’ll work with you to develop a tax minimization strategy. One part of building your retirement is determining your tax liability and developing a strategy to help minimize how much you pay. We recommend customizing your retirement to utilize any possible tax credits and deductions.
Planning for Long-Term Care
Evaluating options to help prepare for future care needs
Planning for potential long-term care expenses involves understanding how different types of support and funding methods may align with your personal circumstances. We review both traditional options, as well as alternative approaches that may help address future care-related costs. Our role is to provide information and guidance so you can consider how various strategies may fit into your broader financial plan while taking your preferences, resources, and potential care needs into account.
Get in touch.
Let us help shape your path