Financial Life Advisors of San Antonio

Financial Life Advisors is a financial planner in San Antonio, Texas. The firm serves professionals, families, and pre-retirees by providing specialized services in retirement planning, investing, taxes, and long-term wealth management. With a 4.80 rating, the firm provides proactive guidance and education to help individuals and businesses build purposeful financial plans.

The firm operates under a fee-only fiduciary model, which is designed to provide transparent and objective management of assets without the use of commissions. Originally established in 1993 as Cross Financial Services, the company transitioned to its current name in 2017. The advisory process typically begins with a comprehensive plan that utilizes both advanced technology and human intelligence to address unique financial situations. Services are structured to meet various needs, including foundational investment management, wealth management for different life stages, and detailed tax projections.

Financial Life Advisors is known for its commitment to transparency and its dedication to placing client interests above its own. The firm stands among the strongest in its category locally due to its long-standing history of providing objective advice and its thorough, well-documented approach to financial well-being.

The team remains dedicated to helping San Antonio residents achieve their long-term financial goals through personalized, purposeful planning.

Services:

• Estate Planning
• Financial Planning
• Insurance Planning
• Investment Management
• Tax Planning