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Financial Coaching

Financial Coaching is not a one size fits all. One book or one radio host does not have every solution. Let us teach you how to set achievable financial goals through motivation, inspiration and education. We will get you going down the fastest path to achieve your goals! If you currently are not working with a Financial Coach we will happily connect you to one within our network! 

Strategic Planning

 Tax Preparation, Estate Planning, and Real Estate. The future is unpredictable so a plan for the worst and a hope for the best is a tried-and-true approach. Throughout life we will all make some pretty big financial decisions. The biggest financial decisions should be approached with care. If you do not currently work with a Licensed Tax Professional, Estate Planning Attorney, or a Professional in Real Estate services we will happily connect you to one within our network!


Are you thinking about starting your own business?  Do you already have your own business?   If so, why not let a professional help you navigate through the unknown and fast track your growth. Identifying a target market, branding, payroll solutions and other services can be found within our network. If you are not working with a professional, we would be more than happy to connect you with one in our network! 

Investment Advice

There's a difference between Financial Advice and Investment Advice. Let a licensed professional help you decide which one is right for you. Are you someone who is trying to create wealth or are you someone who has wealth but needs proper management? We simplify the process of finding such professionals by making an unmatched effort to connect you with fiduciaries in our network! 

Group Insurance

Health, Life, Disability,

Long-Term Care, Home, and Auto.

Let us do the shopping for you!  Our network of professional agents work with some of the most reputable insurance companies in the industry. Insurance is the foundation of all financial planning. If one of our Consultants cannot help you with your insurance needs, we will happily connect you with an agent in our network!

Our Partners

"By allocating nothing to your future, you've allocated everything."

Our Goal

To provide fiduciary services for the accredited investor, high net worth individual, business, and municipalities in need of sophisticated financial consulting. We provide forensic analysis of financial strategies and investments options. We also offer our network of industry leading professionals, tax advisors, attorneys, and hundreds of Fortune 500 resources. Our Independent Consultants have the ability to offer custom tailored solutions modeled specifically for what's best for their client. We provide Independent Agents, Advisors, and Consultants an exclusive network of the best companies and professionals in the financial industry.

Client Services

207 East San Antonio Street Suite 203

Downtown New Braunfels, TX 78130


Monday - Friday 9:00a - 5:00p

Saturday By Appointment Only

Sunday Closed 


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