Financial & Investment Services

A Premier Financial Planning Service in the Rio Grande Valley

We’re a Full-Service Firm

No matter where you are in the stages of retirement planning, I can help. Is your retirement 20 years in the future? Let’s start planning today! Is your retirement next month? Next year? In the next five years? I’d love to meet with you to discuss your options. Have you already retired? Your options may be more limited, but we can always look at ways to improve your financial future.

There’s no time like the present.

Chances are, you’ve already put off retirement planning – again and again. It can seem so overwhelming, and like you’ll never really know what’s happening with your retirement account(s).

But with the right financial planner at your side, you’ll feel confident about your financial future. Let us answer your questions, provide sound counsel and guidance, and work with you to create a clear plan.

So, what’s OUR plan for YOUR plan?

We have three simple goals: protect, grow, preserve. First, we’ll work to protect you from unforeseen pitfalls; then we’ll help to grow your income through your retirement years; and finally, we will preserve your nest egg from being drained away by unnecessary taxes.

And when I say we, I mean you and me. Together.

Ready to get started?.

Reach out today, and schedule a time for a free consultation.’


The right investments in the financial markets can help you reach your dreams for the future. Whether you already know a lot about investing, or if you need someone to help you make sense of it all, we’re here to help.

IRAs & retirement plans

Roth and Traditional IRAs offer tax advantages for retirement savings. Consolidate or rollover the assets in a 401(k) and 403(b) account to enjoy a complete picture of your retirement savings plan.

Mutual funds

Diversify your investments with professionally managed mutual funds. Choose from over 3,500 available mutual funds for efficient and cost-effective money management.

Stocks & ETFs

Stocks can play a role in a long-term, diversified investment strategy. A financial advisor can help you build a portfolio that works for your immediate needs and your future dreams.


Bonds are a debt security that can provide a predictable income stream. By working with financial advisor clearing through Pershing, LLC, you have access to a wide variety of bonds to help diversify your investment portfolio.

Education savings

Get the rundown on options for saving for your children’s education (or yours!), including 529 plans, Coverdell accounts, and UTMA custodial accounts.

Real Estate Investment Trust and alternative investments

If you are looking for “atypical” investment options, our alternative investments may help you diversify your portfolio.

Ready to get started?

Contact us today, and schedule a time for a free consultation.

Insurance and Annuities


An annuity can be a valuable tool for investing and saving for retirement. Plus, the policy’s tax deferral gives you the freedom to control when you pay taxes on your earnings.

Life insurance

A life insurance policy can help you plan for your family’s financial needs and may also offer features that can help you meet other goals, including education, retirement, tax savings and estate planning.

Long-term care insurance

A secure financial future includes protecting your assets and your independence in the event of a long-term care need.

Ready to get started?

Contact us today, and schedule a time for a free consultation.