Business Directory

Founder - Financial Planner -  "Let's Plan On It!"

Al Gonzalez, MBA, CPFA®

We're skilled financial planners, adept investment advisors and insightful risk management strategists. But there’s another aspect of our work that’s equally important. We refer to it as “Aligning Goals.”  We take a Fiduciary role in your plan.

We're able to help small businesses owners focus on growth, retain employees, and eventually provide insight to succession plan with an exit strategy.   

Call for a no obligation inital meeting to see if we can help create a plan that works for YOU.

512.877.8764 or email al.gonzalez@lpl.com.

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

We help clients achieve their goals by managing their assets, preserving their wealth and building their legacy. We serve with a consultative approach and put our clients' interests first. 

We also believe in giving back to our community. 

Raymond James Financial Services Inc., Member FINRA/SIPC

Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. 

Nick Smith

Financial Consultant

nick@smithwmgtx.com

Financial Planning and Wealth Management

Most people aren't sure if they're on the right track financially. Our P23 Process helps to put all the pieces of your financial puzzle together, allowing you to pursue your work-optional lifestyle. We want our clients to face the future with anticipation, not apprehension.

Schedule your complimentary, no-obligation FIT Meeting today by calling (512) 615-3597, or email: nick@smithwmgtx.com 

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/SIPC

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

For a list of states in which I am registered to do business, please visit www.smithwmgtx.com

Wealth management team that serves individuals, families, and small businesses.  We specialize in working with high new worth families.

Texas HIlls has expertise in business retirtment plans.  This includes design, implementation, and participant education.