Best Financial Advisors in Edinburg, TX

We pride ourselves in the relationships we build with clients. Ideally, we like to meet with clients on a quarterly basis to ensure that our set benchmarks are being met. Additionally, we find it wise to meet with new clients more frequently in order to build a strong relationship from the beginning.

The rule of thumb for income investing if you never want to run out of money is to take 4% of your account balance out each year. This is commonly referred to on Wall Street as the 4% rule.

Unfortunately, bear markets intercede every three or four years and cause investors to experience portfolio deterioration. Exit strategies though active management endeavor to achieve three main objectives: (1) to preserve capital,(2) to absolutely evade and avoid large market downturns, and (3) to equal or exceed the performance of a buy-and-hold portfolio over a market cycle on a risk-adjusted basis.

To achieve three main objectives: 1. to preserve your capital 2. to absolutely evade and avoid large market downturns. 3. To equal or exceed the performance of a buy-and-hold portfolio over a market cycle on a risk-adjusted basis..

Our goal is to get you the most out of your retirement fund. We pride ourselves in the ability to stretch an IRA or create a tax-advantaged trust so wealth can continue to grow as you move into retirement and pass wealth on for generations.