Understanding What Matters Most.
At Cuellar Financial Group, we understand the first step to any financial plan is taking inventory of what is most important in your life. Ambitions, dreams and passions of yours and your loved ones play an integral role in customizing a plan that puts your needs first.
Once your unique needs are discussed, we help take the mystery out of planning, allowing you to confidently focus on what matters most in your life. After all, life can be challenging enough without the complexity of today's ever-changing financial environment. Make sure you choose an experienced advisor who puts your interests first, an advisor you can trust to execute a plan that will positively affect those dearest to you.
We hope you find our website very informative, and we welcome any questions you may have for yourself, or any loved ones. We look forward to working with you.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
An increasing number have been developed to help individuals with their personal finances.
Do you have an estate strategy? You should.
There have been a number of changes to Social Security that may affect you, especially if you are nearing retirement.
Your credit score may influence how much you pay for auto and home insurance.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Assess how many days you'll work to pay your federal tax liability.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
When you retire, how will you treat your next chapter?
Here are five facts about Social Security that might surprise you.
Why are 401(k) plans, annuities, and IRAs so popular?
Imagine your ideal post-pandemic retirement with this animated video.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
You’ve made investments your whole life. Work with us to help make the most of them.