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Why BRI Matters: Insights from a Leading San Antonio Financial Advisor
Given the turmoil in today’s world, many of us are looking for ways we can make a meaningful difference, not only in our personal lives...
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How to Find a CFP® Who Practices BRI Principles: A Step-by-Step Guide
Navigating the intricate world of financial planning can be daunting, especially when seeking professionals who align with your faith and values. Many individuals and families...
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5 Important Factors To Consider Before You Sell Your Business
You deserve it. You have spent decades making financial, personal and emotional sacrifices, and now is the day to reap the reward. As a fellow...
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Can Strategic Financial Planning in San Antonio Help Lower Your Taxes?
As a high-income earning entrepreneur, professional, business owner, or executive, you’ve worked hard to accumulate significant wealth over the years. While this accomplishment brings great...
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Combining Biblical Values with Modern Financial Strategies
Welcome to a unique discussion that intersects your faith with your financial well-being. Given recent events, both in the United States and abroad, now is...
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San Antonio BRI Financial Planning: Aligning Your Faith and Values
In recent years, the financial world has seen a rise in trends that reflect a deeper, more holistic view of money management. We aren’t just...
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3 Financial Planning Strategies That Can Kickstart 2024
Planning for 2024 doesn’t have to be a complex, time-consuming ordeal. There are some proactive steps you can take now to position yourself for a...
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Countdown to 2024: Optimize Your Retirement with Five Year-End Steps
If you’re a professional, executive, or business owner in Texas living in the San Antonio area and preparing to retire in 2024, congratulations! As you...
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Your Guide to Making Impactful Year-End Charitable Gifts
As the year draws to a close, many of us think about our opportunities to make a significant difference in our communities. This guide is...
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What is Biblical Wealth Management and Is it Right for Me?
Money can significantly influence our thoughts, decisions, and overall quality of life. Maintaining a balanced view of money is essential for everyone, particularly Christians. Biblical...
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Your Guide to Choosing a Financial Advisor in San Antonio, Texas
“Failure to plan is planning to fail.” – Benjamin Franklin Making decisions will be much easier when you have a well-thought-out financial plan guiding you...
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How to Get Ready for a Recession with San Antonio Financial Planning
There’s an old saying: “It wasn’t raining when Noah built the ark.” The same applies to your financial future. It is crucial to prepare for...
