Specialties

Throughout the years, our firm has continuously sought to evolve based on the ever-changing financial industry and to better serve the increasing demands and needs of our clients, and the community. Our team consists of fully licensed financial advisors, enrolled agents, certified bookkeepers and support staff all working to provide our clients a deeper understanding of financial systems, products and services to help them reach their goals and objectives. Through our “wealth transformation” process, we will seek to better understand you, your needs, and your goals so that we can help you implement the concepts that will set you on the path to financial freedom. We understand that our relationship starts with you and not money.

History

Established in 2006.

After establishing a successful bookkeeping and income tax preparation practice, we realized that many of our clients needed additional assistance in managing their wealth and planning for retirement. Concerned that our client’s needs would not be met elsewhere, we decided to integrate financial planning and wealth management services to our practice. Since 2006, we have provided these services to our community through an independent advisor’s agreement with Money Concepts Wealth Management and Financial Planning. Through an affiliation agreement with Border Federal Credit Union, we also provide these services to members of the credit union at all branches including Del Rio, Eagle Pass, Crystal City and Laughlin AFB.