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

Working mom in home office with child

The cost of caregiving falls disproportionately on women

Oct 09, 2020 | RBC Wealth Management

Only 47 percent of female caregivers feel very confident about their financial circumstances. Learn why it is important to have a financial plan in place.

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Senior woman receiving financial help from her granddaughter

Managing the financial risks of dementia and cognitive decline

Oct 09, 2020 | RBC Wealth Management

Financial mistakes are among the initial indications of dementia. Learn how financial advisors can play a role to help identify some early warning signs.

Read more
Senior father and son holding hands in page

The impact of cognitive decline on the Sandwich Generation

Oct 09, 2020 | RBC Wealth Management

The magnitude of caregiving can be greater than the cost of paying for college, but families rarely plan ahead for long-term care.

Read more

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.