Thank you for visiting Everest Retirement Planners of San Antonio, Texas. As is true with all Everest Retirement Planners, Arturo’s practice is primarily focused on retirement, financial estate, and long-term care planning. His single purpose is to educate you on what he considers one of the best retirement and legacy planning strategies available in the industry today, and then develop and implement financial plans and programs that allow you to safely grow and protect your hard-earned savings, as well as turn those savings into a reliable income stream for the rest of your life when you retire. In addition, we'll work closely together to develop comprehensive legacy plans that will efficiently transfer your financial estate to your heirs in a manner designed to satisfy your wishes, save time, reduce costs, minimize taxes and maximize the size of the legacy that you ultimately pass on to the family members and/or charities of your choice.
Preparing for or living in retirement can often be a stressful and uncertain time. Many of our clients come to Everest Retirement Planners with a lot of questions and concerns. Do the following concerns sound familiar to your own situation?
- How to protect my retirement savings from market losses
- How to prevent the painful situation of running out of money
- How to get a reasonable rate of return in my investments
- How to minimize taxes
- How to maximize my Social Security pension
- How to be protected from increasing healthcare, Medicare, and long-term care costs
- How to be ready to face the unexpected situations that sometimes life throws at us
Our Plan First, Invest Second® approach has provided much needed peace of mind for our clients. Arturo’s passion is to get to know the unique circumstances of each of his clients, and to become their financial friend and advisor for life.