LodeStone Financial Services is a professional financial services firm headquartered in Victoria, TX. Our mission is threefold: We offer products and services to help our clients accumulate wealth, protect their assets and manage their financial lives.
* 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.