Financial planning
Financial Plans Built Presidio-Style
In the 16th century, the Spanish built fortresses called “Presidios” to defend themselves from enemies who tried to threaten their way of life. In the 21st century, we work to build your “Presidio” around you and your family with financial plans that are insulated from unforeseen events and threats. So you can enjoy life, not be scared of it.
tax planning
Minimize your long-term tax burdens by leveraging tax efficient vehicles.
estate planning
Ensure your documents and strategies are in place to transition your wealth to the next generation.
Portfolio management
Low-cost, evidence-based investment advice tailored to your goals, risk tolerance, and time horizon.
education planning
Prepare for rising education costs for your children and grandchildren.
retirement planning
Create confidence that you will not merely survive retirement, but thrive in it.
risk management
Eliminate financial threats in the most cost-effective manner.
what are the next steps?
The Presidio Plan Process
Step 1: Set up an introductory meeting
Step 2: Share financial documents and complete fact-finding questionnaire
Step 3: First Meeting – State of the Union
- Build your own household model in our financial planning software
- Review your protection planning / cash flow
- Discover strengths and weaknesses in your current financial position
Step 4: Second Meeting – Investment Coaching
- Identify potentially destructive investor behavior mistakes
- Learn about the academically-sound way to engineer a portfolio
- Clearly define your true purpose for money and investing
Step 5: Third Meeting – Tax Education and Investment Analysis
- Analysis of your tax return to identify possible tax savings opportunities
- Discover strengths and weaknesses in your current investing strategy
- See how your current investing strategy compares to academic research
- Identify your risk tolerance
- Learn about tax-efficient accumulation and distribution strategies
Step 6: Fourth Meeting – Delivery of the Presidio Plan
- Receive clear and concise action steps to create a “Presidio fortress” around you and your family to help you reach your financial goals
- Review insurance policies, retirement, college, estate, tax, and investment planning
Step 7: Ongoing Coaching and Reviews
- Semi-annual meetings to review our three lanes of focus: Retirement and Financial Planning, Investment Coaching, and Tax Management
- Monthly investment coaching webinars to address market concerns
- In-depth analysis of tax return to uncover potential tax savings opportunities
- Receive a tax prep letter to assist you with filing your taxes correctly
Have questions? Schedule a time to speak with one of our coaches
Schedule a complimentary, introductory meeting to get acquainted with us.
Presidio Financial is a registered investment advisor in Texas and Louisiana.
5850 San Felipe Suite 500 Houston, TX 77057
711 W Bay Area Blvd Suite 272 Webster, TX 77598