San Antonio Financial Planning

Everyone has short-term and long-term financial goals, but creating a path to these goals often requires a team of dedicated and experienced specialists who understand individual needs and circumstances. We understand that when it comes to personal finances, many of us feel overwhelmed by the prospect of confronting financial tasks and making decisions about how to prepare for the future.

Here at SOGO Wealth & Risk Management, we have a wealth of knowledge and experience in financial planning. We’re convinced that understanding your goals and keeping your plan current is the best way to ensure your financial security. We are also committed to earning your trust.

We offer comprehensive financial planning to help you manage all your resources so you can fund multiple goals, from college funding to retirement savings. We help you position your portfolios for growth, income and maximum tax efficiencies, and determine optimal cash flow strategies with methods for savings, debt reduction, and retirement income.

Whether you have a financial plan in mind, or need assistance determining the best approach, or you are looking to jump start your financial future, secure retirement income, send a child to college, plan for healthcare costs, reduce your debt, leave a family legacy, or simply achieve peace of mind, we can create a strategy for you. Let us help you understand your options and provide you with solutions so you can achieve your desired goals.

Remember, you don’t have to have a fortune to start building one. Today is the best time to get started. Contact us at 210-499-5050. We are ready to assist you and your family.

Securities offered through OFG Financial Services, Inc. Member FINRA / SIPC, Topeka, KS 66603. Telephone # (785) 233-4071