Address: San Antonio, TX 78240 Phone: (210) 454-2486
Exceptional Service and Unquestionable Integrity
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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.
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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.