LodeStone Financial Services is a professional financial services firm located in South Texas, headquartered in Victoria. Our mission is threefold: We offer products and services to help our clients accumulate wealth, protect their assets and manage their financial lives.
- Retirement Products
We`ll help you select and capitalize on the most appropriate tax-favored retirement products, verify that your beneficiary arrangements are suitable for your intended goals, and help determine ways for you to invest or protect your money.
- Employee Benefits
Group retirement plans, health**, life and disability income insurance and supplemental employee-benefit programs are available to employers of any size. We monitor the continually changing marketplace for products and services that match employer objectives.
- Insurance Planning
Based on your objectives and goals, we present products and services available for long-term care, life, health** and disability income insurance.
- Estate Planning*
We address the accumulation, use and preservation of assets, taking into account tax, legal and financial concerns, as well as your personal goals. Creating a thorough estate plan helps ensure that our client families will get as much of your estate as is legally possible. Estate planning is done in conjunction with your legal and tax advisors.
- Business Preservation
All businesses go through a life cycle... from the first year of operation to the time you sell or transfer your interest. We`ll work with your tax and legal and other advisors to help you choose products identified as critical to the long-term success of your business.
* The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. LodeStone Financial Services, its employees, or representatives are not authorized to give legal or tax advice. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal tax or legal counsel.
** Some health insurance products offered by unaffiliated insurers.