FRANKLIN STAR WEALTH PLANNING
221 North Kansas Street, Suite 700, El Paso, TX 79901
Since 2016
Savings, Insurance, Investment, Retirement, Student Loan, Tax and Estate Planning, Money, Debt and Cash Flow Management, Short and Long Term Care, Retirement Accounts, Investment Portfolio, Mutual Fund & Exchange-Traded Fund
Expertise in wealth management ● Provides review and clean up of the investments held within your investment and retirement accounts ● To help each client diagnose the financial issues in their lives, and provide actionable solutions
TBR® Inspection Report
LAUTERBACH FINANCIAL ADVISORS
4130 Rio Bravo Street, El Paso, TX 79902
Since 1952
Wealth Accumulation, Debt, Risk and Tax-Aware Portfolio Management, Corporate Retirement Plans, Social Security Optimization, 401(K), Cash-Flow Analysis, Transition, Estate, Education, Tax, Charitable Giving & Retirement Income Planning
They serve individuals and their families, business owners and professionals & institutions ● Through their consultative process and access to world-class intellectual capital, they help their clients
TBR® Inspection Report
CHANEY & MARIN FINANCIAL PLANNING, LLC
4545 Hondo Pass, Suite C, El Paso, TX 79904
Cash, Wealth and Risk Management, Tax and Estate Planning, Philanthropy, Value-Added Services, Long-Term Care Insurance, Fixed, Indexed, and Immediate Annuities, Traditional and Roth IRA’s, 401(K) and 403(B) Plans, Exchange-Traded Funds, Commission-Based Brokerage Accounts, SEP and Simple IRA’s, Corporate & Municipal Bonds
Offers fiduciary managed accounts (individual, business, trust and estate) ● They want to help you develop, implement, and monitor a strategy that is designed to address your individual situation