San Antonio Rodeo Client Appreciation Event in February 

 

Celebrating 25 Years

Helping over 500 clients successfully plan for and live a financially successful retirement

Independence you can see; advice you can trust

Independence, Transparency, Competence. People are seeking greater transparency and a more holistic wealth management experience. It is easy to build a case for transparent, unconflicted investor guidance. We built our reputation on a simple and compelling idea; doing what is best for our clients, 100% of the time. We Listen. We Learn. We Advise.

Investing in your future has never been so complex.  Market and world events have left many investors wondering if they have the right portfolio of investments.  This is why it is more important than ever to have the right team of investment professionals working on your behalf.

Click here for our 2020 Printable 1-Page Sound Money Business Profile

Here is why we're different

Independence, Transparency, Competence.  People are seeking greater transparency and a more holistic wealth management experience.  It is easy to build a case for transparent, unconflicted investor guidance.  We built our reputation on a simple and compelling idea; doing what is best for our clients, 100% of the time. We ListenWe LearnWe Advise.

When you work with our professionals, you work with advisors who measure themselves against enduring standards. We ask ourselves questions like: Are my client's interests safe?  Am I providing the best research and technology available?  Have I offered the best solution for the pressing financial concern?

Welcome to our website, an unobstructed view to what is possible for your new financial reality.  Here you will find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this website to help you gain a better understanding of the financial concepts behind wealth management strategies, investing, asset protection, retirement, estate planning, and wealth preservation. Most importantly, we hope you see the value of working with skilled, knowledgeable and competent professionals to pursue your financial goals. Your financial potential is our passion. 

Isn't it time to get a second opinion on your investment portfolio?

Call now for your confidential consultation (210) 467-5113

Contact

Chief Investment Advisor

LYNDA PAUL CFP®, CPA, MBA

President and Chief Investment Advisor

(210) 467-5113

Lynda is a Certified Financial Planner and a Non-Practicing Inactive Certified Public Accountant. She hold’s a Master’s Degree in Finance and International Business and has helped over 500 clients design financial strategies since 1995.

Certified Financial Planner Board of Standards, Inc owns the certifications marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements