Natasha Harris, CFO, MBA

Natasha Harris, CFO, MBA On a Mission to Teach 5000 Entrepreneurs How to Become the Best Version of Themselves

Will you be there?
07/01/2025

Will you be there?

Have work left to do with your financial goals for the year? Good news – we’re here to help conjure up some results. Giv...
10/28/2024

Have work left to do with your financial goals for the year? Good news – we’re here to help conjure up some results. Give us a call, and we’ll carve out some time to get you back on track 🎃

Now for the fun part: We’d love to hear what you think the Halloween costume of the year will be. Share your pick in the comments!

Planning for retirement is often accompanied by myths that can obscure judgment and decision-making. Today, we’re dispel...
10/22/2024

Planning for retirement is often accompanied by myths that can obscure judgment and decision-making. Today, we’re dispelling four such myths. Swipe to learn more ➡️

One fact remains clear: Our team is here to help our network effectively plan for retirement. Should you have any questions about your retirement strategies, please do not hesitate to reach out. https://bit.ly/Start_My_Plan_Today

Life insurance isn’t just a smart choice. It’s a crucial step in securing your family’s financial stability and peace of...
10/21/2024

Life insurance isn’t just a smart choice. It’s a crucial step in securing your family’s financial stability and peace of mind.

Unfortunately, 52% of Americans avoid life insurance because they think it's too expensive. What’s more, 82% significantly overestimate its cost, often guessing three times higher than the actual figures.

Let’s look at the real numbers: As of April 2024, the average cost for a healthy 40-year-old purchasing a 20-year, $500,000 term life insurance policy is about $26 per month ($312 per year). However, a 30-year-old woman might pay approximately $205 per year for the same policy, while a 30-year-old man might pay around $352 per year.

Understanding these variations underscores the importance of getting a personalized quote that fits your unique needs and budget. Don’t let myths deter you from this vital protection.

Contact our team today for an accurate, personalized life insurance quote. We’re here to help you find an affordable plan that delivers the security your family deserves.

Think your company can’t afford to offer 401(k) matching? You might be surprised by how affordable it can be. Investing ...
10/10/2024

Think your company can’t afford to offer 401(k) matching? You might be surprised by how affordable it can be. Investing in your employees' futures not only can increase retention; it can also aid in recruitment efforts.

That said, our team is here to help you explore how a 401(k) match can be a strategic advantage for your business. Reach out today for a consultation!
Let's make sure your benefits package is as competitive as possible. https://bit.ly/Start_My_Plan_Today

This October, many Americans are enjoying all things spooky. But as we celebrate National Financial Planning Month, our ...
10/10/2024

This October, many Americans are enjoying all things spooky. But as we celebrate National Financial Planning Month, our thoughts are turning to a different kind of fright: the unfortunate financial reality faced by too many Americans.

Swipe through to learn more about Americans' finances. And remember, our team is here to help you avoid these scary financial pitfalls. Reach out to us — we're here to help! https://bit.ly/Start_My_Plan_Today

October is a fantastic month for fresh starts and new beginnings! As the leaves change and the days get shorter, we enco...
10/04/2024

October is a fantastic month for fresh starts and new beginnings! As the leaves change and the days get shorter, we encourage you to take a moment to find inspiration in this season of transformation.

Share how you’re embracing the beauty of this season in the comments! 🍁

Happy National Financial Planning Month! We want to take this opportunity to thank our amazing client family for trustin...
10/03/2024

Happy National Financial Planning Month!

We want to take this opportunity to thank our amazing client family for trusting us with your financial planning needs. Your confidence in us means the world, and we’re honored to help you achieve your financial goals.

As always, we're here for you. Whether you have questions, need advice, or just want to chat about your financial future, don’t hesitate to reach out.

Here's to a month of thoughtful planning and continued success!

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San Antonio, TX

Opening Hours

Monday 10am - 6pm
Tuesday 10am - 6pm
Wednesday 10am - 6pm
Thursday 10am - 6pm
Friday 10am - 2pm

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+12109068222

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