The Professional Services Group:
To ensure that our clients receive the best services possible, we have strategically aligned ourselves with three of the best full-service law firms in the state.
“In the Multitude of Counsel There is Safety”
For legal issues involving Elder Law, Veterans Benefits, & Medicaid, our clients utilize the services of The Marquardt Law Firm.
Marquardt Law Firm
We look forward to working with you soon to help you lower your stress and worry over your retirement years. There is no cost or obligation when talking with us by phone or meeting to discuss your circumstances and your retirement goals. We’re very hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can be of benefit.
For expertise in Estate Preservation and Trust planning, our clients utilize the services of:
Dana D. Jacobson
Attorney at Law
Like many people, your retirement may last as long as 30 years and you simply cannot afford to make mistakes with your retirement money and run the risk of ruining your lifestyle during your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and enjoy retirement by working hard and smart, and being ready for them when needed.
For more advanced tax planning and complex business structures, our clients utilize the services of David Groce at the Groce Law Firm, Ltd.
The Groce Law Firm, Ltd.
The Groce Law Firm, Ltd., is a boutique law firm that develops solutions to help successful Americans realize their goals. Through a focus on estate, tax, and business planning we work with our clients on big-picture solutions to help them MAXIMIZE WEALTH, MINIMIZE TAXES AND CARE FOR THEIR LOVED ONES®.
In order to provide complete professional service in all areas, we encourage our clients to utilize the services of one of our many Enrolled Agents or Certified Public Accountants. By incorporating other professionals, we are able to provide a system of “Checks and Balances” not commonly found in our business environment today.
Welby Wood, Raymond Sabatino & John Sabatino
Certified Public Accountants
16350 Blanco Rd., Suite 101
San Antonio, TX 78216
Michelle Cahill, CPA
The Tax Lady
Federal and State Tax Return Preparation
No plan is complete without consulting a sound financial adviser and a broker. For the benefit of our clients, we commonly recommend the use of one of the following firms to assist in achieving their long term financial goals:
Bryan Rigg at RIGG Wealth Management, LLC:
My company, RIGG Wealth Management, LLC, clears through the Institutional Wealth Services of Fidelity (IWS). I started this company in December 2008. In October 2012, I elected to expand my practice, not only adding products and services, but the support, training, and knowledge of another SEC-registered investment adviser, Investment Advisors Corporation (IAC) out of Des Moines, IA. With Fidelity’s and IAC’s help, my company can provide you with truly client-based, customer-service focused wealth management and investment services centralizing all your assets through Fidelity’s IWS. I enjoy helping families build a strong financial future so the more information and statements you are willing to share with me about your current situation, the better I can service and develop a plan to help you meet your retirement dreams and goals.
Bryan Mark Rigg, PhD
Rigg Wealth Management, LLC
5001 Spring Valley Rd.
Suite 400 East
Dallas, TX 75244
Advisory services offered through Investment Advisors Corp., an SEC registered investment adviser. Securities offered through Broker Dealer Financial Services Corp., Member FINRA & SIPC.