Financial Planners Boerne TX

This page provides relevant content and local businesses that can help with your search for information on Financial Planners. You will find informative articles about Financial Planners, including "Be A Savvy Financial Consumer". Below you will also find local businesses that may provide the products or services you are looking for. Please scroll down to find the local resources in Boerne, TX that can help answer your questions about Financial Planners.

John Eaton
Summit Wealth Management, Inc.
(210) 349-8517
14100 San Pedro, Ste 210
San Antonio, TX
Expertises
Retirement Plan Investment Advice, Ongoing Investment Management, Investment Advice without Ongoing Management, Women's Financial Planning Issues, Retirement Planning & Distribution Rules, Tax Planning
Certifications
NAPFA Registered Financial Advisor, AIF, CFP®, CRPS

Ms. Dawn Love Cooper, CFP®
(210) 862-2792
31360 Wild Oak Hill Rd.
Fair Oaks Ranch, TX
Firm
Retired
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Debt Management, Divorce Issues, Education Planning, Elder Care

Data Provided By:
Mr. Timothy J. Mcintosh, CFP®
(727) 973-1100
125 Rattlesnake Bluff
Boerne, TX
Firm
SIPCO - Strategic Investment Partners

Data Provided By:
Mr. Gregory M. Rickert, CFP®
(210) 488-6660
920 S Main St
Boerne, TX
Firm
Shipman & Associates
Areas of Specialization
Charitable Giving, Comprehensive Financial Planning, Education Planning, Elder Care, Employee and Employer Plan Benefits, Estate Planning, Government and Military

Data Provided By:
Mr. Robert D. Morales, CFP®
306 Pueblo Pintado
Helotes, TX
Firm
N/A

Data Provided By:
Mr. Jesse Joseph Edward Allen, CFP®
322 Hampton Cv
Boerne, TX
Firm
SI Ventures LLC

Data Provided By:
Benjamin D Meyer, CFP®
(832) 439-3290
29123 Tivoli Way
Fair Oaks Ranch, TX
Firm
Resilient Financial Strategies

Data Provided By:
Mr. Andrew R. Voiles, CFP®
(830) 755-5050
31007 Interstate 10 W Ste 109
Boerne, TX
Firm
Raymond James Financial Services
Areas of Specialization
Asset Allocation, Budget Development, Comprehensive Financial Planning, Education Planning, Insurance Planning, Investment Management, Life Transitions

Data Provided By:
Mr. Stephen C. Power, CFP®
(210) 685-3305
24165 W Ih 10 # 217-424
San Antonio, TX
Firm
Power Financial Plans
Areas of Specialization
Asset Allocation, Budget Development, Estate Planning, General Financial Planning, Government and Military, Investment Planning, Life Transitions
Key Considerations
Average Net Worth: $1,000,001 - $5,000,000

Average Income: $100,001 - $250,000

Profession: Business Executives

Data Provided By:
Mr. Ramiro Marmolejo Jr., CFP®
(210) 477-7159
19230 Stonehue Ste 4200
San Antonio, TX
Firm
Planto/Roe Financial Services, Inc.
Areas of Specialization
Banking, Business Succession Planning, Employee and Employer Plan Benefits, Estate Planning, Investment Planning, Retirement Planning, Small Business Planning
Key Considerations
Average Net Worth: $250,001 - $500,000

Average Income: $100,001 - $250,000

Profession: Self-Employed Business Owners

Data Provided By:
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Be A Savvy Financial Consumer

by Cesar Garcia on June 11, 2010

in La Buena Vida

The answer lies in the old saying that goes, “It’s not who you know, it’s what you know.” Yes, I changed the words around. The What in front of the Who. Say what?

Men Shaking Hands For many generations, the business world, which includes Wall Street, has been networking its corporate elite and others in order to drive sales and build a successful business. Networking is synonymous with a successful business. All the businessmen and businesswomen at the corporate level, including business and investment bankers achieve success through networking. Of course, in order to close a deal, they need to have the knowledge, expertise and the right information to complete that business transaction and call it a slam dunk of a deal. Financially Savvy Couple

Put yourself in the shoes of that businessman, businesswoman or banker. Now, call yourself a savvy financial consumer instead. Or, would you rather just call yourself a financial consumer? You decide. What’s the difference? A savvy financial consumer runs the show just like the knowledgeable businessman. Ever here of the saying, “ Oh, he’s a smart businessman.” Being a savvy consumer is about using money wisely, being informed and ultimately making a well-informed financial decision. In this tough economy, most of us are trying to squeeze as much value as possible out of every dollar and no one can afford to loose money. The savvy financial consumer creates a budget and best prepares himself or herself with knowledge and educational resources to tackle life’s financial objective.

Ok, so we figured out that to be a savvy financial consumer, one needs to be budget conscious and informed in order to make an educated decision. If you are still in that businessperson’s shoes, you are probably asking yourself what this all means or where does networking fit?

Girl With Calculator Let’s first talk about the economy. When you look at the state of many of the economies around the world, it’s a mystery why financial education is not required in schools. Yes, it’s not required. It is easy to blame banks, business or governments for our current economic condition but the fact is that the education of individuals is what needs to be addressed. Some argue that a better way to teach children about money is in the home, which may have its qualities but may create something of a cyclone out of control: when parents are themselves, financially challenged. What’s the government’s role in teaching financial education? From my experience in researching financial education and the resources that can help individuals and families better prepare themselves to make that slam dunk of a deal, the government and some private businesses are going to bat for you.

Throughout my financial quest in search of answers to everyday personal finance questions, I came to realize that there is way too much information out there! Information overload! The World Wide Web is amassed with hundreds of sites devoted to help...

Click here to read the rest of this article from Casa Latina