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Ben D. Gurwitz, CFP®

Financial Life Advisors

17300 Henderson Pass
Ste 240
San Antonio, TX 78232-1597
Phone: (210) 918-8998

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Household Income Minimum: $0
Investable Asset Minimum: $200,000

Specialties
  • Comprehensive Financial Planning
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Employee Benefits
  • Limited Partnerships
  • Mutual Funds
  • Irregular Income
  • Insurance
  • Life Planning
  • Retirement
  • Stocks & Bonds
  • Succession Planning
  • Sudden Wealth
  • Nontraditional Households
  • Special Needs
  • Personal Taxes

 

How Planner Charges

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