Address: San Antonio, TX 78240 Phone: (210) 454-2486
Exceptional Service & Unquestionable Integrity
Personalized Guidance for Achieving Your Retirement Goals
Owner Brandon Baxter serves clients with a big heart and an abundance of know-how so clients can stop wondering about retirement and instead take an objective look at their situation to increase the chances of achieving their retirement goals.
The firm’s mantra is: Exceptional Service with Unquestionable Integrity. Brandon goes the extra mile for clients, literally by going to meet them at their location if they prefer. He prides himself on acting as a fiduciary and always doing what’s in the best interest of the client.
Brandon takes the time to get to know each client through personal meetings and detailed conversations so he can understand what the client truly wants and needs. This is an important step when making recommendations and decisions concerning retirement income planning.
Brandon Baxter
If you are looking for a financial professional who prides himself on honesty and top-notch service, Brandon Baxter is here for you. With more than 30 years of experience in business and leadership development in the wholesale, retail and distribution industry, he’s learned a thing or two in his career about how to take good care of clients.
He does so by showing respect and compassion for each client as he strives to get to know them and find the best strategies for their specific needs. While retirement income planning can feel intimidating, Brandon puts clients at ease with a generous dose of humor and humility. As no two clients are alike, he understands the importance of staying flexible and versatile.
Outside of work, Brandon enjoys classic and collector cars, and riding motorcycles and dirt biking with his daughter. He visits the beach and the ocean as often as possible. He is most “at home” spending time in the outdoors working in his garden filled with fruit trees and vegetables.
He is currently a proud Texan and originally from Southern California where he graduated from Santa Monica High School. He holds Life, Accident, Health and HMO licenses.
Ready to meet with Brandon regarding your retirement income planning future?
Schedule an appointment today to discuss how he can help you create custom strategies that align with your personal income goals.
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Interested in learning more about how we can help navigate the journey toward your retirement goals? Contact us to schedule a complimentary, no-obligation consultation.
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Licensed Insurance Professional. Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. By contacting us, downloading booklets, or attending events, you may be offered a meeting to discuss how our insurance and other services can meet your retirement needs. The presenters of this information are not associated with, or endorsed by, the Social Security Administration or any other government agency.