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The Miliare Group | Limitless
Categories
Financial Planning ConsultantsBusiness ConsultantsEmployee Benefits InsuranceEstate PlanningFinancial ServicesInsurance - LifePersonnel ConsultantsRetirement Planning ServicesSpeakers, Lectures & SeminarsSupport Groups
- 25906 Peregrine Ridge, San Antonio, TX 7 25906 Peregrine Rdg san antonio TX 78260
- (210) 722-3880
- Send Email
- Visit Website
Hours:
7:00 am to 7 pm Monday thru Friday.
Driving Directions:
San Antonio, Texas
About Us
As a Miliare Group financial professional, we focus on you and your needs, goals, and objectives. We strive to help individuals, families, and businesses create a sound strategy for the future focused. "For those who dare to dream, there is a whole world to win. What is your Story?"
Our team has been dedicated to demystifying financial strategies for hardworking Americans, an endeavor I've led for over 20 years. With a focus on financial education, we've leveled the playing field, enabling our clients to build and protect wealth as effectively as the traditionally affluent. The strategies we share are not exclusive but are powerful tools for financial independence that have stood the test of time.
As a financial strategist, my role extends beyond education to fostering a culture of leadership and growth. By championing team building and effective communication, we've created a network of motivated professionals who are not just advisors but also mentors. This collective effort has been instrumental in our mission to transform the financial landscape and facilitate a future where financial literacy and empowerment are accessible to all.
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Highlights
- Empowering families and businesses to grow wealth & build a legacy
- Expert in TSP/401k rollovers, Roth IRAs, and legacy planning
- Financial literacy workshops: money, mindset & mission
- Protecting retirement with safe, tax-advantaged strategies
- Serving veterans, families, and small-business owners nationwide
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