The Prudent Investor Coach, LLC

CONNECT

Address:

1413 N. Stuart Place
Suite C

Harlingen, TX 78552

Phone:

956-423-8100

Fax/Other:

956-230-1092

Services

Our Services
  We serve individuals and businesses in all areas of financial planning including:

Retirement planning* - Making the most of your employer-sponsored retirement plans and IRAs; determining how much you need to retire comfortably; managing assets before and during retirement.

Tax management - Making sure you don't pay a penny more than the law requires; looking for ways to reduce your current and future tax burden; referring you to qualified tax specialists.

Estate planning - Reviewing your wills and trusts; preserving your estate for your intended heirs; helping with beneficiary designations; reducing exposure to estate taxes and probate costs; coordinating with your tax and legal advisors.

Risk management *- Reviewing existing insurance policies; recommending policy changes when appropriate; finding the best policy for your situation.

Education funding - Recommending investment and accumulation strategies to help you pay for your children's education.

Investments managed by  Matson Money*- A Registered Investment Advisor

*Coaching - As an investment client we will coach you on establishing an investment philosophy statement, determine your risk tolerance and quantify it, recommend a portfolio mix that will place your investment portfolio on Markowitz's Financial Frontier that matches your risk profile and rebalance your portfolio as needed to stay on the financial frontier.


Employee and executive benefits - Helping your business attract and retain qualified employees through benefit packages.

 

 

 

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