Plan with
JERRY SAUCEDA
New Braunfels native, a father, an entrepreneur and
a community advocate.
I specialize in working with business owners to REDUCE FINANCIAL STRESS
by creating strategies that help you PAY THE LEAST amount of legal taxes
so you can spend more time FOCUSED ON MONEY-MAKING ACTIVITIES.
Over 10 years experience in financial services and insurance industry.
500+ client book of business
90% Persistency Rate
Business Strategy Focused Planning
Are you ready to take your business to new heights of success?
For over a decade, I have helped clients turn GOALS into PLANS, and PLANS into ACTION
ABOUT JERRY
Our 10-Year History of Providing Unbiased Guidance
I work with visionary business owners to HELP you fill the gaps in getting to your goals, ensuring you are HEARD with all of your questions and concerns while allowing you to stay true to who you are, and not HOLDING you back.
As a pioneering force in unbiased financial guidance for 10 years and counting, I remain passionately committed to our mission of providing practical money guidance that allows business owners achieve lasting financial health and prosperity.
SERVICES OFFERED
Money Solutions for Business Owners
Money solutions for business owners encompass a range of strategies and tools tailored to meet the financial needs and goals of entrepreneurs.
As a business owner, it's crucial to have access to a variety of money solutions that can help you navigate the complexities of managing your finances. These solutions are specifically designed to address the unique financial needs and goals that come with entrepreneurship. Whether you're looking to streamline your cash flow, secure funding for expansion, or plan for retirement, there are tools and strategies available to support you every step of the way. By understanding and utilizing these money solutions, you can better position your business for success and growth in the long run.
Discover the services being offered Discover the services being offered that can provide you with a variety of money solutions as a business owner.
Life Insurance
Retirement
Tax Planning Strategies
Student Debt Reduction
Get In Touch
(830) 822-7211
Address: 43 Gruene Park Ln, New Braunfels TX 78130
Email: [email protected]
Assistance Hours :
Mon – Sat 9:00am
Sunday – 8:00pm
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