our mission
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.
About
The professionals at SA Financial Solutions, LLC have over half a century 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.
Retirement Planning
Income planning for retirement can be a daunting task for many retirees because there is a lot to learn. We are here to help you navigate throughout each of the three income planning phases – accumulation, distribution, and preservation or transfer – and to help you make sense of the most tax advantaged vehicles to accomplish your retirement income goals.
Financial Strategies
Our organization prides itself on providing full-service retirement planning to our surrounding communities. We take an extensive look at each client’s unique mix of assets to integrate all aspects of our clients’ wealth into a coordinated plan.
Legacy Planning
Legacy Planning is one key element of any successful retirement plan and helps ensure that your legacy carries on to help your loved ones, and that your final wishes are respected. We can help you plan your legacy in a variety of ways based on whether you’re looking to preserve assets for future use, or transfer your wealth to beneficiaries.
Social Security
Now more than ever, it is important to maximize your Social Security benefits. Many retirees are worried about possible reductions and changes to the system. We have specialized knowledge in the intricacies of the Social Security system and can help you navigate through to provide the maximum benefit to you as well as survivor benefits.
Tax Strategies
One essential part of planning for your retirement is determining your tax liability and developing a strategy to minimize the amount of taxes you pay. We recommend customizing a retirement plan that is able to help take advantage of any possible tax credits and deductions.
Generational Vault
A virtual “safety deposit box” for our clients to upload important documents and view financial information. It comprises three dynamic components, including a secure portal to send and store confidential financial documents, daily investment and banking values, as well as snapshots of financial assets and expenses to view.
Generational Vault
Generational Vault never sleeps; it’s your 24-7-365 access to your accounts and important documents all in one place! Reach out to us today to discuss how Generational Vault can help you organize and safeguard the most important documents in your life.
Legacy for loved ones
We give you complimentary access to Generational Vault®, a secure online safety deposit box. It’s a perfect place to store your financial and legal information so that you can access it anytime, anywhere.