After more than 10 years in the financial planning field, I’ve learned a few things about helping clients manage their money, emotions and taxes to build wealth and accomplish their life’s goals across generations. My specialty is working with young wealth builders, focused on accumulation, growth and achieving life experiences. On the other end of the planning horizon, I work with many of my wealth builders’ parents, specifically helping widowers through the unique challenges of transitioning into a new phase of retirement without their life partner. I begin my process with an open ear and a blank notepad. I have no prescribed formula that I apply to each client’s situation. We are all unique in our goals, struggles and opportunities. It is important that the financial planning work I do reflects that degree of individualism. Let’s connect!Securities and Advisory services offered through Commonwealth Financial Network, Member FINRA/SIPC(www.FINRA.org/www.SIPC.org), a Registered Investment Adviser. This communication is strictly intended for individuals residing in the state of TX. No offers may be made or accepted from any resident outside this state due to various state regulations and registration requirements regarding investment products and services. i*financial is located at 1901 NW Military Hwy, Ste. 102 San Antonio, TX 78213. (P) 210-342-4346. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html