Broker Check

5825 Callaghan Road
Suite 100
San Antonio, TX 78228


David Quintanilla

(210) 523-7744


Our Products And Services


Income Tax Preparation: business and individual

Tax Planning Strategies: business and individual

IRS Representation: IRS audit guidance

Bookkeeping and General Ledger: monthly, quarterly and annual

Payroll and Benefits: timely payments and benefit plans

Budgeting and Forecasting: improves liquidity and profitability

Financial Statements and Projections: controls spending and improves management

Business Performance: balance sheets and profit and loss statements

Entity Selection and Restructuring: improves tax situation and liabilities


Fixed Annuities: provides monthly income payments

Life: protects loved ones in the future

Disability: provides monthly income payments

Long Term Care: provides for long term health care

Health Care: group, individual, and short term


Retirement: income needs, tax implications and risks

College: saving now for your children’s future

Tax Reduction Strategies: financial opportunities that minimize taxes

Cash Flow and Debt Management: ensures wise decisions and avoids disaster

Family Risk Management: prepares for the unexpected

Special Situations: weddings, vacations, second home

Business: financial protection and opportunities