“Good fortune is what happens when opportunity meets with planning. “ – Thomas Edison

At The Premier Group, we understand that financial success is no coincidence.  A boutique financial services firm, our comprehensive approach allows us to evaluate, design and implement customized planning solutions to accommodate the most discerning individuals and business owners throughout South Texas.

| Our Innovative Approach

To accommodate the unique personal and professional goals of our clientele, we utilize a process emphasizing a team approach. While one-on-one financial consulting with clients is essential, we also strive to collaborate with client's existing trusted advisors (CPA's, attorneys, Trust Officers, etc.) and serve as a liaison amongst each professional specializing in their respective fields.  It has been our experience that the most effective planning is achieved when all trusted advisors work in harmony as a panel for the client and collectively work towards addressing the client's needs.

| Our Services

Our partnership with AXA Advisors, LLC as a recognized Elite Producer Group creates a platform for clients to achieve financial independence by working with the most distinguished, innovative, and respected financial professionals in the financial services industry.

The ability to utilized and access a wide range of products and services from hundreds of companies gives the client and our advisors the flexibility to design personalized strategies. The result is a custom portfolio that serves as a road map towards achieving financial success.

To best serve our clients, The Premier Group is comprised of two specialized divisions: Private Client Division for individuals and Corporate Services Division for Businesses.  We specialize and are experienced in the following areas:

Private Client Division

  • Retirement Income and Distribution Planning
  • Pension-Eligible Employee Retirement Planning (State Pensions and/or Private Pensions)
  • Financial Planning & Wealth Management
  • Risk Management- Life Insurance, Disability, Long-Term Care
  • Individual Retirement Planning
  • Education Planning
  • Charitable Planning
  • Estate Planning Design and Auditing
  • Wealth Preservation Strategies

Corporate Services Division

  • Employer-Sponsored Retirement Plans, Pensions, and 401(k)
  • Asset Protection Strategies
  • Business Succession Planning & Continuation Programs (Buy/Sell Agreements, Stock Redemptions)
  • Executive Benefit & Employee Retention Plans - Deferred Compensation Arrangements
  • Group Insurance Implementation & Audits
  • Corporate-Owned Life Insurance Implementation & Audits
  • Asset Protection Strategies
  • Employee Financial Planning & Seminars

With offices in Corpus Christi, Laredo, McAllen, San Antonio, and Austin, we are committed to maintaining a local presence and to providing one-on-one financial consulting services.  Innovate your future by planning for tomorrow, so you can live for today.