Drawing on years of experience in banking and finance, I began helping individuals and families with comprehensive financial planning more than a decade ago. My clients ask me to help them plan for a secure future, where they don't become a financial burden on their families. And others ask me to help them secure the future of thriving businesses.
My clients are from every occupation and family situation that you could imagine. What they all have in common is that they find themselves focused on the future and providing for the people they love. That's where I help them with financial strategies.
We work on sophisticated strategies together sometimes. And it's taken me years of hard work and experience to develop that knowledge. But what I hear from clients more than anything else is that they appreciate my straightforward approach to communicating about finances.
When you select benefits, it's important to have a specialist who's intent on maximizing the value to your business. Business and HR leaders can sleep better and focus on their roles with the help of me and my team. We take your responsibilities as our own.
The strategic benefit choices put the people in the business front and center. I help you do this by navigating the benefits the marketplace with attention to the regulatory landscape. This empowers you to guide strategic decisions with confidence.
In the right context, the company is a powerful vehicle. Through strategic benefits selection it goes beyond a vehicle for employees to serve a marketplace. It also becomes a point of leverage to access benefits products with the advantages of a team.
Click the button below to let me know how I can help. I'll send you additional information that's personalized for your needs and reach out to schedule a time that we can talk.
Copyright Chris Hernandez - 2018
1106 Pecan Street / Bastrop, TX 78602
Securities and investment advisory offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. RAA does not provide tax or legal advice.
This communication is strictly intended for individuals residing in the states of AL, AZ, CA, CO, DE, IL, IN, FL, KS, KY, LA, MD, MI, MO, NV, OH, OK, OR, PA, SC, TN, TX, and WI. No offers may be made or accepted from any resident outside the specific state(s) referenced.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites.
IMPORTANT CONSUMER INFORMATION
A broker-dealer, investment adviser, BD agent, or IA rep may only transact business in a state if first registered, or is excluded or exempt from state broker/dealer, investment adviser, BD agent, or IA registration requirements as appropriate. Follow-up, individualized responses to persons in a state by such a firm or individual that involve either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements, or an applicable exemption or exclusion. For information concerning the licensing status or disciplinary history of a broker-dealer, investment, adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator.