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GPS WEALTH STRATEGIES
GUIDE • PLAN • SUCCEED

1175 W. Bitters Rd, Suite 2103
San Antonio, TX 78216

Phone:

(210) 236-8950

Fax:

(210) 251-2459

E-mail:

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Calculators

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Guide • Plan • Succeed

Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.

Encourages proactive dialogue to ensure financial well-being of aging parents.

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Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

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These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

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It’s important for heirs to consider how a windfall might be used to strengthen their finances now and over the long term.

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Determine whether you should consider refinancing your mortgage.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck