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

Infographic for The Knot

Wedding finances: How to pay for your child’s big day

Jun 21, 2021 | RBC Wealth Management

Did you know this about money management? Average wedding costs dropped in 2020 due to the pandemic, but they're expected to rise again.

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infographic LGBTQ+

Same-sex marriage: Why financial planning is a must for couples

Jun 17, 2021 | RBC Wealth Management

Did you know this about money management? Retirement planning is important for everyone.

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iphone-with-cyber-security-login-screen-and-laptop-in-background-in-page

How to protect your business from ransomware attacks

Jun 15, 2021 | RBC Wealth Management

Protecting your business from cybercriminals begins with understanding what ransomware attacks are, what you can do to prepare and how you can recover if you are targeted.

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Contact

The Lone Star Group

512-708-6314
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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