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Planning Together For Your Financial Freedom

Planning Together For Your Financial Freedom

At Corpus Christi Financial Group our approach is simple. We believe sound financial decisions don't have to be confusing. From helping you prepare for retirement to maximizing your sustainable income options and transitioning your assets from one generation to the next in a tax efficient manner, our advisors can help. Our goal is for you to become more confident in your financial future.

Our Approach

 Understanding who you are, what you value and your vision for retirement is the first step we take in helping you reach your goals. As we get to know one another, your advisor can work to develop tailor-made solutions and strategies that fit your needs today and through retirement. Just like doctors, we can’t prescribe until we diagnose, so our process includes:

 STEP 1:
Get Acquainted

 Putting your financial future in the hands of someone else involves an immense amount of collaboration and understanding. Before we begin talking about your assets, we want you to feel comfortable with our team. During this time, we’ll get to know each other and answer any questions you may have about our firm, beliefs or services.

 STEP 2:
Financial Assessment

As we begin discussing the in’s and out’s of your financial picture, we’ll assess your current retirement plan, investment strategy, insurance options and more. During this time, we’ll ask you to complete a risk tolerance questionnaire, which can help our firm better understand your unique needs.

Provide Recommendations

Based on your goals, we’ll develop a comprehensive financial or retirement plan designed to encompass and integrate every aspect of your financial picture. Together we’ll go over our strategies, recommendations and advice to be sure you feel comfortable moving forward.

Implementation & Review

When you’re ready, we’ll move forward into an ongoing working relationship. As your financial circumstances evolve, we’ll realign your financial plan to accommodate these changes. We’ll meet regularly, whether virtually, over the phone or in person, to answer any questions and discuss ongoing financial matters.

A Plan for Life

Finding Financial Independence Starts With

Understanding What Independence Means To You

Our Services

If you’re investing to build wealth, protect your family or preserve your assets, our personalized services focus on your aspirations and individual goals. At any stage of life, it’s important to keep your future needs in mind. Whether your retirement party is already marked on the calendar or a few years out, we can tailor our services to meet your specific needs today and retirement goals for tomorrow.

Financial & Retirement Income Planning

Financial & Retirement Income Planning

Our goal is to be your trusted partner in creating the legacy you want to leave behind.

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Investment & Portfolio Management

Investment & Portfolio Management

We help you make informed financial decisions to manage your wealth.

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Risk Management & Insurance

Risk Management & Insurance

We are here to make sure that you and your family are prepared for the unexpected.

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We guide you through your options to ensure your benefits are optimized.

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Get In Touch
At Corpus Christi Financial Group, we’re focused on helping you plan for and achieve your individual goals. Whether you’re ready to get started today or looking to learn more about our firm, feel free to give us a call or fill out the form below.

Thank you!