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Additional Services

Employer-Sponsored Savings & Retirement Plans

As a business owner, you have a fiduciary responsibility to select an appropriate retirement plan for your company and your employees. Our team can help you understand your options when it comes to plan providers and types. We’re happy to keep your employees well-educated about their employer-sponsored benefits as well.

Trust Administration

We will work to fulfill your wishes by providing professional insight that helps mitigate risk and identify opportunities in an effort to grow your wealth and protect your loved ones.

Charitable Gift Planning

At Corpus Christi Financial Group we work with many philanthropic individuals to develop and implement charitable plans for organizations they are passionate about. Together, we can devise a charitable gift plan that supports the causes you care most about while providing tax advantages and financial stability.

Get Your Financial Plan On Track Today

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