• Upcoming CLIENT Seminar
    "Medicare Basics - What Baby Boomers Need to Know About Medicare"

    May 23, 2019 • 5:30 p.m. – 6:30 p.m.
    Victoria Country Club • Victoria, Texas
    Call (361) 573-4383 for more info

    In this half-hour presentation you will learn:
    • What Medicare is, who is eligible for it, and how you get it
    • Who needs to enroll in Medicare and when
    • How do the four parts of Medicare work together?
    • How does Medicare work with private insurance?
    • How to start planning for future healthcare costs, and much more

  • Fee-Only Fiduciary

    Planning with a fiduciary today will create a path to a more secure tomorrow.

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  • Philosophy and Duty

    Acting as a fiduciary in the best interest of our clients

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  • Experience

    Providing a client focused approach to wealth management and financial planning

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for all stages of life

New Service – XY NOW PLAN


portfolio design/monitoring and
asset management


services that evolve with your
multi-generational family

Click on our newest service – XY NOW Plan.  This program is specifically tailored to millennials or clients under 40 years of age.