FRANKLIN STAR WEALTH PLANNING
221 North Kansas Street, Suite 700, El Paso, TX 79901 DIRECTIONS
Since 2016
Here’s The Deal:
Franklin Star, LLC (FSWP) is a registered investment adviser offering advisory services in the State of Texas and in other jurisdictions where exempted. They provide affordable and accessible financial guidance. They partner with industry-leading money managers to help maximize your ability to reach your goals and ensure confidence in your team. Their services are tailored to every client. They guide a personalized strategy on how to reduce and eliminate debt. They meet with their clients on an ongoing basis and tackle different goals according to your schedule. Get a free, thirty-minute introductory strategy session.
SPECIALTY:
Savings, Insurance, Retirement, Investment, Student Loan, Tax and Estate Planning, Money, Debt and Cash Flow Management, Retirement Accounts, Short and Long Term Care, Investment Portfolio, Mutual Fund & Exchange-Traded Fund
TBR® Inspection Report:
LAUTERBACH FINANCIAL ADVISORS
4130 Rio Bravo Street, El Paso, TX 79902 DIRECTIONS
Since 1952
Here’s The Deal:
Lauterbach Financial Advisors is a fee-only, independent financial advisory and wealth management firm in El Paso, Texas. Their recommendations, investment philosophy, and day-to-day operations are explicitly designed to serve your needs best and to help you achieve your goals. They serve individuals, families, business owners, professionals, and institutions. Their extensive tax planning background and unrivaled access to world-class intellectual capital allow them to provide customized, long-term solutions to address their clients’ complex needs while being mindful of their complete financial picture. They collaborate directly with your team of professionals to simplify your life.
SPECIALTY:
Debt, Risk and Tax-Aware Portfolio Management, Corporate Retirement Plans, Social Security Optimization, 401(K), Cash-Flow Analysis, Transition, Wealth Accumulation, Estate, Education, Tax, Charitable Giving & Retirement Income Planning
TBR® Inspection Report:
THE HERRERA GROUP
1011 North Mesa Street, El Paso, TX 79902 DIRECTIONS
Since 1999
Here’s The Deal:
The Herrera Group was founded in 1999 to assist clients who have accumulated considerable wealth in better planning for their financial future. They also have years of experience and can put their knowledge skills toward helping you be more successful. Their team at The Herrera Group comprises hardworking professionals dedicated to getting people to achieve peace of mind through better wealth planning. They are committed to helping people from El Paso and West Texas to southern New Mexico and beyond gain control of their finances and achieve economic prosperity in the present and future. They have a complete variety of wealth management services to assist you in properly planning your future journey. They work hard to continuously enhance their reputation for accessibility, professionalism, performance, and the depth and quality of their long-term consultative relationships with clients.
SPECIALTY:
Retirement, Investment, Wealth Management, Retirement Planning, Family Legacy Planning & Business Exit Strategies