Frequently Asked Questions

No. It is never too early start planning for your retirement. Our Holistic Wealth Management Engagement is designed to find your vision for the future no matter what life stage you’re at. 

Do I have to be a retiree to work with you?

Yes. While we primarily conduct our meetings via web-based technology, we understand that everyone’s situation is different. If you’re in the New Braunfels, TX area and want to meet in person, please let us know. 

Can we meet in person?

Yes! We meet with clients across the country by utilizing phone, video and screen sharing technology that is easy to use. If you are looking for an experienced Wealth Manager and are comfortable building a relationship via these channels, please contact us.

You are based in New Braunfels, Texas. Can I still work with you?

Schedule a free 30-minute consultation to get some answers.

Still have questions?