Rincon Financial Group, LLC
(331) 251-0863
David.Hermann@rinconfinancialgroup.com
Our value is the confidence, clarity, and peace of mind that comes with having an adviser that fully understands you and your situation, and someone you can trust to help you make every decision related to a dollar sign.
The reason this is important is that over the years we've found that in almost every situation, when we first start working with potential new clients, they all have something in common. Unfortunately that common trait is anxiety. Anxiety of not knowing what their goals are, not knowing where they stand in relation to their goals, not knowing if they're worthy of an advisor, or just simply not knowing where to start. It doesn't matter how old they are, it doesn't matter what they do for a living, it doesn't matter what they earn, or what their net worth is - they have some level of anxiety. Our planning process relieves that anxiety and puts people in a good place financially, sometimes for the first time in their lives!
No one strategy fits everyone, which is why every client gets our undivided attention—from planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available.
Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future.
We invite you to explore all the material on our website. If something prompts a question, please send us a quick email or call our office. We would enjoy speaking with you.
The Value of a Holistic Advisor
The Money Cycle
The Bucket Plan