Your Partner in Comprehensive Planning
Our team uses a comprehensive approach to help you answer the two questions that cause investors concern: “Can I achieve my wealth goals?” and “Do I have any financial blind spots?” Our goal is to guide you from the uncertainty of these questions to feeling confident in being able to say, “I have what I need to live the life I want and can sleep at night knowing my family will be okay.”
We believe that knowing and understanding what your hard-earned money is invested in makes a lot of sense. Because of this belief, we take pride in having a “heart of a teacher” mentality in our wealth management approach. As our aim is not to be your first financial advisor, but to be your last one, we’re confident that, as long as we do what is right for you, your relationship with us will continue and the word will spread.
We help you determine your individual and family goals by discussing where you are today compared to where you would like to be in the future. As part of our comprehensive wealth management approach, we partner with estate planning attorneys, CPAs, and life insurance, disability, and long-term care providers to confirm we have all bases covered when implementing your personalized financial plan. Whether you are an individual in need of pre-retirement or retirement planning, a small business owner or direct sales professional in need of tax or business financial planning, or a recent widow or widower in need of financial guidance and estate planning, we take pride in providing exceptional customer service and forming trustworthy and lasting friendships with our clients.
Above all, we are confident that wherever you are on your financial journey, you will be pleased with our professional wealth management services, up-to-date solutions, and seasoned expertise.
Meet Our Team
Learn more about each of the dedicated members of the Gonzalez Wealth Team.
Our Menu of Services
Specializing in retirement planning, comprehensive financial planning for individuals, small businesses, and direct sales entrepreneurs, and helping spouses who have recently lost a partner, our team is equipped to help you accomplish a wide span of financial goals. Learn about our specialty wealth planning services below.
Small Business Financial Planning
Financial Planning for the Direct Sales Industry
Transitioning Finances Upon the Loss of a Spouse
20/20 Wealth Vision Planning Process
Our unique, personalized approach to your wealth vision planning establishes a strong foundation for a long-term professional relationship. Through a tailored plan that is specific to your needs, we’ll help you work towards accomplishing your financial goals—now and into the future. Here’s what you can expect when setting up an appointment with our team.
We get to know you.
We construct a recommended, personalized plan for you.
We get to work for you by implementing your plan.
We nurture an ongoing professional relationship.
Connect with Us
SageSpring is invested in more than just your finances. We are invested in you.
Connect with us today, and discover how our unique, holistic approach to financial planning can guide you to long-lasting peace and prosperity.
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You’ve probably heard just how important investment portfolio management is when it comes to planning for a successful retirement . . . but what does that even mean? You don’t have to be a financial