Welcome to The Lone Star Group

To be the financial advice team of choice - Our commitment

  • Provide clear and timely communication.   
  • Resolve problems quickly and to our clients satisfaction. 
  • Possess a comprehensive breadth and depth of industry knowledge. 
  • Have our client's best interests behind every financial recommendation. 
  • Fully disclose all our fees.   
  • Inform clients of any events that might impact their finances.
  • Deliver high level personal service.   
  • Care more about our clients than just their investments.   
  • Understand our clients goals and needs.   
  • Help create and execute an up-to-date, formal, and individualized wealth plan.   
  • Coordinate  with clients trusted advisors. 
  • Use outside (specialists) to help our clients with other financial areas.

 

 

Latest Insights

Insights into responsible investing newsletter

Three key ESG investing takeaways from 2020 thus far

Nov 20, 2020 | RBC Wealth Management

Check out the latest information on responsible investing in our new Insights into responsible investing newsletter.

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Woman working outdoors in home office surrounded by plants

Five tips to help women start their own business

Nov 17, 2020 | RBC Wealth Management

Do you dream of owning your own business, but wonder how to get started? Learn how to fine-tune your business plan, secure financing, and ways to build a prosperous future.

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Elderly woman laughing with nurse in page.

Plan ahead for potential long-term care expenses

Nov 13, 2020 | RBC Wealth Management

While maintaining independence for as long as possible remains a top priority for most Americans, the majority will need some level of housing and care support as they age. The good news is, there's variety of options to meet almost every need.

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Contact

The Lone Star Group

512-708-6303
thelonestargroup@rbc.com

Where do I stand?

If you are unsure if your assets can accommodate your needs, wants and wishes over your lifetime or if you want to see if you are on track to meet your specific goals, we can help with a personalized wealth plan. View here to see a video overview of a wealth plan.

Request Your Complimentary WealthPlan Analysis

Request your complimentary WealthPlan Analysis with The Lone Star Group to create a dynamic vision of your plan for retirement.

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#1 in Investor Satisfaction with Full-Service Brokerage Firms by J.D. Power

RBC Wealth Management recently received the J.D. Power Award for ranking highest in investor satisfaction with full-service brokerage firms. This award is based on client feedback, and we are honored to work for a company that is committed to our clients and puts people first.