Plan, Protect, Invest
While we offer a full menu of financial management services, our most unique product is the one-on-one attention you will receive from a financial advisor who is committed to helping preserve your family's legacy and achieve your long-term financial goals.
The Eagle Ford Advisors Group method to financial planning is a six-step process that begins with questions. We dig deep and do our best to understand your current situation and your future plans. With this knowledge, together, we can develop a fully customized plan specifically built for you and your family.
We pride ourselves on a no-pressure approach. Our biggest priority is to present you with all of your options. Then it's up to you to decide what is the right fit.
Life is full of life-changing moments. Eagle Ford Advisors Group wants to be by your side as you plan for these milestones. Whether you're saving for a big purchase, sending your children to college, or hoping to retire graciously, Dave Valtierra and his team will walk you through the steps necessary to help you achieve your financial goals.
• Investment Planning
• Retirement Planning
• Estate Planning
• Legacy Planning
• Wealth Accumulation
• College Fund Planning
Insurance is important. Not just for you, but for your family. Securing your family's financial future starts by safeguarding both your finances and your family from the unexpected. Eagle Ford Advisors Group simplifies insurance coverage. Our products include a wide range of protection including:
•Health Insurance •Disability Income Insurance •Life Insurance •Long Term Care •Fixed Annuities
We offer insurance products from a number of reputable insurance companies to help ensure you are comprehensively covered for the most competitive price.
•Aetna •Blue Cross Blue Shield •Humana •John Hancock Insurance & Financial Services •Massachusetts Mutual Life Insurance Company (MassMutual)
• 70+ Other Companies
Eagle Ford Advisors Group, LLC
10101 Reunion Place, Suite 300
San Antonio, TX 78216
CRN202007-232934Dave Valtierra is a registered representative of and offers securities and investment advisory financial planning services through MML Investors Services, LLC, Member SIPC. 10101 Reunion Pl., #300 San Antonio, TX 78216 (210) 342-4141. Eagle Ford Advisors Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
Dave Valtierra is licensed to sell insurance in the following jurisdictions: Texas (Life, Health, Variable), Connecticut (Life), Florida (Life, Health, Variable)
Dave Valtierra is licensed to sell securities* in the following jurisdictions: Texas, Virginia
Estate and Investment Planning for South Texas Landowners
*Financial plan recommendations can be implemented with the advisor of your choosing. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee. Periodic reviews of your financial plan may require a new planning agreement and result in additional fees.