Our Services

Cuellar Financial Group is a full-service financial planning firm focused on helping our community meet their financial goals. Through our hands-on, personalized approach, we educate our clients about concepts and products, taking the mystery out of investing, insurance, and preserving wealth. We take a holistic approach to life planning, taking the time to learn more about you before recommending any products or strategies.  Our independence is powered by LPL Financial, the #1 independent broker/dealer in the country.* You can trust that you are working with an expert and experienced partner who can guide you through the intricacies of investing and financial preparation. LPL Financial has risen to prominence by a commitment to excellence in four areas essential to achieving your financial goals: (1) solid, unbiased advice, (2) meaningful, timely information and research, (3) access to value-added investments and services, (4) and unparalleled client service.

Retirement Planning

The road to retirement is not without obstacles. Economic fluctuations, unexpected life events, and regulatory changes can take you off track. Whether you are already retired, just in the planning stages, or simply have a question about your IRA or retirement accounts, we welcome the opportunity to help. Let Cuellar Financial Group help prepare a strategy that pursues an enjoyable and financially confident retirement.

Investment Strategy

You've worked hard to save for your future, and we understand investing can be complex in today's world. Cuellar Financial Group wants to help you make the most of your money.  Some areas we can help include: (1) analysis of your current portfolio and asset allocation to determine if they are right for you and your objectives, family and lifestyle, (2) assess your risk tolerance as your comfort is our priority, and (3) provide ongoing counsel and support to help you invest through changing market conditions. It never hurts to analyze your current holdings, and since we service a wide range of risk from the ultra conservative to the highly aggressive, let Cuellar Financial Group discuss your options in today's financial world.

Estate Planning

No matter your net worth, it is extremely important to have an estate plan in place.  Such a plan ensures that your family's life and financial goals are met after you pass away.  The decisions you make now regarding your estate can have a tremendous impact on your loved ones and legacy.  Let Cuellar Financial Group help you prepare for the unthinkable.

Education Savings

Tuition has rapidly increased throughout the years.  How will your children pay for college?   Without a doubt, the decisions you make today will not only affect you, but your children or grandchildren.  We have several programs designed to help your child pursue their educational goals.

Insurance Planning

Insurance is a very important part of a complete financial plan. It can be key component to protecting one's wealth, business, and family.  You work hard to earn the living that you have grown accustomed to.  Whether it is protecting your income, your life, or your health, making sure you are adequately insured can save you and your loved ones from financial ruin in the the event of an unfortunate accident.  Cuellar Financial Group can review your current coverage, compare it to your long range goals, and implement the most efficient insurance strategy for your personal financial plan.

Business Services

We offer many services for our small business clients. Some areas include: setting up the appropriate retirement plan for you and your employees, group benefit evaluation and implementation, tax efficient investing, etc.  No matter how big or small, we can help with your goals. From the sole proprietor to the thousand employee corporation, we have the strategies designed to help guide your business through any economic cycle.  Call Cuellar Financial Group and let us run an analysis on your current set up.  We are committed to helping you succeed.

Call us today for a complimentary consultation.

*As reported by Financial Planning magazine, 1996-2012, based on total revenue.