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 Q3 Newsletter image

The future of proxy voting and oil

Sep 14, 2021 | RBC Wealth Management

Learn about the latest happenings in the responsible investing world, in our newest issue of Insights into Responsible Investing newsletter.

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daughter-talking-to-senior-mother-on-couch-in-page

How to talk to your parents about their estate plan

Sep 13, 2021 | RBC Wealth Management

By understanding what your parents value most, you will be better equipped to use any potential inheritance in a way that would fulfill their wishes.

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College funding: It’s a family affair

Aug 31, 2021 | RBC Wealth Management

What decisions come into play when choosing a college or university? Unfortunately for many families, cost is the deciding factor—not strength of program.

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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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