Financial Advisors
123 West San Antonio Street
Fredericksburg, TX 78624
830.997.4763
Gold Members
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Our mission is to partner with our clients on all of their financial decisions by providing independent advice, appropriate education and extraordinary service; all delivered with the integrity that holds their financial needs above our own. Through our broker/dealer, LPL Financial, who holds FINRA & SIPC memberships, we offer: stocks, bonds, mutual funds, long term care and life insurance, annuities and much more. We are commission-only advisors so we do not charge extra advisory or management fees. Come visit us online, on Facebook or call us for a no-obligation, free consultation!
108 Theodore Specht Dr.
Fredericksburg, TX 78624
830.997.4531
Bronze Members
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Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.
When you work with us, you receive:
·1:1 financial advice based on your goals and needs.
·Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
·Regular meetings to review your goals, progress and investments.
·Anytime access to your investments and digital tools to help you stay on track.
Feel confident about your financial future - give us a call to visit and see if working with us makes sense for you.
233 West Main Street
Fredericksburg, TX 78624
830.990.0752
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As a financial advisor I spend the majority of my time working to understand what is most important to you. It is only with that understanding that I can efficiently use my established process to help you reach your financial goals, and create an experience of peace and purpose in the process of achieving what is most important to you. I partner with individuals and business leaders on goals including; preparing for retirement, living in retirement, planning for education, estate considerations, planning for the unexpected.
233 West Main Street
Fredericksburg, TX 78624
830.990.0752
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627 South Washington Street
Fredericksburg, TX 78624
830.997.9141
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