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Jeffrey D. Allison, CFP®

Aspect Wealth Management Group

9311 San Pedro Ave
Ste 750
San Antonio, TX 78216-4460
Phone: (210) 268-1530
Fax: (210) 268-1560

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Household Income Minimum: $5,000
Investable Asset Minimum: $500,000

Specialties
  • Budget & Debt Management
  • Comprehensive Financial Planning
  • Attending College
  • 401(k)/403(b)/IRAs
  • Annuities
  • Asset Allocation
  • Estate Planning
  • Investment Management
  • Limited Partnerships
  • Employee Benefits
  • Mutual Funds
  • Real Estate
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Long-term Care
  • Sudden Wealth

 

How Planner Charges

Considerations: Portfolio minimum size is $500,000

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