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
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