Plan Today, Enjoy Tomorrow!


At Corpus Christi Financial Group, we strive to help our clients become more confident in their financial future.  Whether you are investing to build wealth, protect your family or preserve your assets, our personalized services focus on your aspirations and individual goals.

Our approach is simple.  We believe that sound financial decisions do not have to be confusing.  We help our clients prepare for retirement, maximize their income in retirement and transition their assets from one generation to the next in a tax efficient manner.

Our site offers a wealth of educational materials, articles, newsletters, calculators and other tools designed to keep you up-to-date on financial news, strategies and trends.  We encourage you to explore the site to learn more about our services and the educational opportunities we provide.