WHAT WE DO
Our financial strategies and asset management services use proprietary research and analysis to help you meet your financial goals. We work in concert with tax professionals and attorneys in your network to advise you on specific aspects of your financial strategy.
Premier Corpus Christi Advisor. Our services cover Estate & Retirement Planning, Risk & Capital Gains Management, Investment & Retirement Solutions
Business Retirement Solutions
401K Services, 3(38) Services, 457 Services, Stock Plans, Executive Carve Outs & Business Transition Plans
Custom Portfolio Models, Stock Portfolios,
Proprietary Investment Solutions, Robust Investment Strategies along with Quarterly Economic Updates & College Funding
Individual Disability, Business Overhead
expense, Key-Person & Business Loan
"Our commitment to integrity and excellence has earned us national attention. With uncompromising ethics and honest, realistic financial guidance, we will help lead you on a course to financial freedom"
- Michael Sharp -
IF YOU CAN IMAGINE IT, WE CAN HELP YOU ACHIEVE IT.
Together designing a strategy that suits your needs, we'll handle the time-consuming work that enables you to bring your plan to life. Since we are independent advisors our sole focus is you and only you. We have seamlessly integrated investments, taxes, estate and charitable planning, banking and other considerations to your family. Our job is to counsel, our vision is to help you make your dreams a reality.
Chief Compliance Officer
Address: 4639 Corona Dr St 9, Corpus Christi, TX, 78411
For any general inquiries, please fill in the following contact form:
Our financial representative's associated with this website may discuss and/or transact securities business only with residents of the following states: Texas
Check the background of your financial professional on FINRA's BrokerCheck
Securities offered through Charles Schwab & TD Ameritrade, member FINRA / SIPC