Failing to Plan is Planning to Fail. I can help draft a safe course to reach your financial goals.
Focus: Insurance Strategies, Investment Strategies, Business Owners, College Funding Strategies, Business Succession Planning, Risk Management Strategies, Estate Planning, Retirement Income Planning
Languages: English, Spanish, French
I offer total financial needs analysis through a network of experienced professionals with expertise in:
- Advisory services
- Retirement analysis and programs
- Estate strategies
- Employee benefit and retention services
- Business continuation strategies
- Trust services*
*Trust services offered through the MassMutual Trust Co., FSB
Jaime received a Bachelor Degree in Business Administration from Stanton University and earned an Advanced Management Program Diploma from the Wharton School of Business of the University of Pennsylvania. He lives in San Antonio and when not helping customers, he enjoys riding his motorcycle through the Hill Country, dining, and barbecuing with his lovely wife Kathleen, his daughter Karen and their beloved family dog, Bruno.
Check the background of this investment professional on FINRA’s BrokerCheck
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2915 West Bitters Road Suite 312
San Antonio, TX 78248