Navigate Retirement with Confidence
Retirement strategies can be complex. Our financial professionals are here to guide you through the process, providing you with the information you need to help make informed decisions about your future.
Work with a Professional & Plan for your Future
I work with people from all financial backgrounds, and tailor advice to their needs. Typically I meet with my clients at least once a year to make sure we are on track. Be advised that the decisions you make today can drastically affect your financial wellbeing in the future. Unfortunately, most Americans do not work with an advisor and look for advice elsewhere.
According to Forbes "[...] those surveyed primarily get financial advice from family (35%) and internet searches (33%). The use of financial advisors is comparatively rare (11%)."
Most don't work with an advisor because they overestimate the perceived cost of advice, or think that they don't have enough money. I work with both the wealthy, and those that are new to investing. Most of my clients fall into these three categories.
- Starting a New Career
- Inherited Assets
- Transitioning Into Retirement
Send me a email below if you want me to contact you with more information about a specific topic like:
"I want to know how much I need to save for Retirement?"
"What's the best way to save for my Childs College?"
"How risky are my investments in my retirement account?
My Process Versus Other Advisors
Clayton Munal
Wealth Strategist
Grew up in the small town of San Juan, TX. Went to school at Texas State University - San Marcos earning both a Bachelors in Economics and Finance. After college, I interviewed with a few different companies, and ultimately chose...
Dave Ramsey SmartVestor Pro
Dave Ramsey is a guiding force behind our personal finance philosophy, and I am proud to be a SmartVestor Pro. Dave Ramsey is famous for his radio show and his New York Times Best Seller Total Money Make Over. Controversial for his hardline stance against credit card debt and student loans, his process for building wealth has helped many to live a debt free life, build wealth, and eventually give back.
No matter where you are in the the "Seven Baby Steps" process, we will be more than happy to help you and your family with specialized advice.
The SmartVestor program is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Wadell & Reed or LPL Financial.
SmartAsset empowers people to make smart financial decisions through accurate, actionable, and accessible personal finance content and tools. Over 65+ million consumers are reached through their content monthly. They also connect investors with vetted Financial Advisors, such as ourselves.