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

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ESG investing can help bridge the generation gap during wealth transfer

Oct 06, 2021 | RBC Wealth Management

ESG can essentially be used as a launchpad for discussing how family wealth can have real impact on the pressing global issues of our time.

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senior-couple-discussing-documents-in-page

Have you considered annuities for your retirement plan?

Oct 06, 2021 | RBC Wealth Management

As a part of your overall plan, annuities can play an important role in helping you accomplish your financial goals and plan for a secure retirement.

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How to protect yourself from digital deception

Oct 05, 2021 | RBC Wealth Management

Our top tips for protecting your wealth from digital deception.

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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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