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

Young couple analyzing their finances

Tax updates for high-income earners

Apr 14, 2021 | RBC Wealth Management

Given tax reforms could impact personal and business income taxes, some high-income individuals may be wondering what their next move should be.

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College student studying on sofa with laptop and phone

Retirement planning for Millennials

Apr 08, 2021 | RBC Wealth Management

Getting Millennials to remain focused on a retirement that could be 40 or more years away means a delicate dance between planning for the future while paying for today.

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Young woman working in modern office

The Millennial wealth plan: Four keys to your financial future

Apr 08, 2021 | RBC Wealth Management

Millennial investors in the U.S. say growing their wealth is a top priority. Here are four tips for getting started with a wealth plan.

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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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