The professionals at SA Financial Solutions, LLC have over 45 years of experience in the financial services industry, all in San Antonio. Designations earned include the Chartered Financial Consultant (ChFC™)* and the Charted Life Underwriter (CLU™)**, both from the American College. These designations encompass mastery of comprehensive financial planning as well as risk management. We are true financial planners that have a fiduciary duty to our client, and always work in our client’s best interest. As a Registered Investment Advisor we are able to offer unbiased, independent advice.
Mission Statement
“To inspire our clients to take a proactive approach to true wealth management through experiencing a real relationship with a financial firm unlike anything they have ever had before, whereby they receive the best, unbiased counsel and unparalleled customer service.”
