STRAIGHTFORWARD – CUSTOM – PERSONALIZED – FOCUSED
How it Works
Get to know you, your goals, and your unique financial situation.
Partner with you to create a custom-tailored financial plan for your goals.
Put your plan into action and invest your portfolio—making sure you remain engaged when you want to be.
Work with you to keep track of your plan’s progress.
Rebalance your portfolio as necessary and partner with you to revise your plan when important changes in your life occur.
You’re partnering with a company that puts you first in everything we do.
Disclosure: All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Gustavo Montemayor, Principal, or Finpoint, LLC dba PlanVestor. Information, resources and material offered are believed to be from reliable sources, and no representations are made as to their accuracy or completeness. PlanVestor has no control over the accuracy or content in websites found through the links within. All information and ideas should be discussed in detail with your individual advisor prior to implementation. Fee-only financial planning and investment advisory services are offered by PlanVestor, a registered investment advisory firm in the states of Texas.