Category: Financial Planning
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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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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...
