CONNECT

Address:

9311 San Pedro, Ste 600
San Antonio, TX 78216

Phone:

210.525.1241,866.454.8582

Fax/Other:

210.525.9461

OUR PRODUCTS & SERVICES

OUR PRODUCTS & SERVICES

 

Investing For Tomorrow...Today!
You’ve heard it time and time again. The best time to invest in tomorrow is today. But with the demands and cost of living today, it may seem there’s not enough time or money left for investing. We can help. Whether it is planning for retirement, buying your dream home, saving for a college fund, or leaving a legacy, SWBC Wealth Management will help you achieve your goals. Through SWBC Wealth Management you have access to a full array of investment and insurance products.

 

 

Individuals

• Individual retirement plans:

      o Traditional, Roth IRAs

      o  401(k) or 403(b) Rollovers

• Coverdell Education Savings accounts

• 529 College Savings Plans

 

Business Services

• Investments

• 401(k), 403(b)

• Profit sharing, SEP, SIMPLE

• Deferred compensation plans

• SERPS

• Key person insurance

• Buy/sell agreements

• Split dollar plans

 

Securities

• Common and preferred stocks

• Principal-protected investments

• Bonds: government, corporate, and municipals

• Certificates of Deposit (CDs)

• Mutual funds

• Index funds

 

Insurance

• Insurance: term, whole life,
   variable, universal life
• Annuities: fixed and variable

• Long-term care

• Disability

 

Alternative Investments

• Managed Futures Programs

• Real Estate Investment Trusts (REITS)

 

Asset Management*

• Professional portfolio management

• Asset allocation

• Mutual Fund portfolios

• Separate Accounts

• Access to Institutional Money Managers

• Ongoing portfolio reviews and evaluation

 

Financial Planning*

• Tax planning

• Retirement and college planning

• Income preservation

 

Estate Planning*

• Review of existing documents

• Gifting strategies
• Wealth transfer strategies

• Estate creation

 

*offered through SWBC Investment Company

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