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Billy R. Defrance, CFP®

Lauterbach Financial Advisors, LLC

4130 Rio Bravo
Ste B100
El Paso, TX 79902
Phone: (915) 747-3302
Fax: (915) 747-3303

Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • 401(k)/403(b)/IRAs
  • Asset Allocation
  • Estate Planning
  • Government & Military
  • Mutual Funds
  • Insurance
  • Retirement
  • Long-term Care
  • Sudden Wealth
  • Nontraditional Households

 

How Planner Charges

Considerations: Investment services are fee only- any commissions for other planning will be fully disclosed to the client. We are affiliated with Lauterbach, Borschow & Co CPAs. Other members of our firm are CPA/PFS.

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.