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.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
One of the most common questions people ask about Social Security is when they should start taking benefits.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Healthy habits are one of the greatest gifts to give your child.
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Understanding how a stock works is key to understanding your investments.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Using smart management to get more of what you want and free up assets to invest.
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.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.
A bucket plan can help you be better prepared for a comfortable retirement.
Learn about what risk tolerance really means in this helpful and insightful video.
Around the country, attitudes about retirement are shifting.
How does your ideal retirement differ from reality, and what can we do to better align the two?
What if instead of buying that vacation home, you invested the money?