top of page

Investment Management

We work with you to create your very own financial plan.

  • 1 hour
  • Introductory Meeting

Service Description

Last month I had the opportunity to meet with UTRGV nursing students and their instructor Margaret Rubi. It was great to be able to help answer their questions regarding health concerns for the residents in precinct 2. We strive to meet your business and individual needs by analyzing every aspect of your finances from debt repayment to investment objectives. Once we completely understand your goals, we can begin to construct a financial plan. Individual/Family Planning - Traditional IRA - Roth IRA - SEP IRA Small Business Planning - Simple IRA - 401(K) - Investment Management Trusts Last Will and Testament Charitable Giving Plans Asset Transfer Strategies

Contact Details

bottom of page