Fikes Financial Group



One Union Square , 10101 Reunion
San Antonio, TX 78216





What Are You?

 Are You a Family

  • How to build our family budget?
  • How do we minimize our federal taxes?
  • Are you considering a new home?
  • Should we have just one family health insurance plan?
  • How much should we be saving for retirement?
  • How do we handle our student loans?
  • Do we need a will?
  • Is a 529 plan right for our kid's education?
  • How much should we be saving for college education?
  • Can we afford a private high school?
  • What price of a home is the smartest for our income?
  • How do we maximize our employer benefits?
  • How much life insurance do we need? Term or cash value?
  • Is it smart to get disability insurance?
  • How do we teach our kids about money?
  • What happens if we get divorced?
  • How do we recreate my current paycheck when we retire?
  • Will we run out of money in retirement?
  • Should we get long term care insurance?
  • What is the best way to distribute my IRA’s and Roth IRA’s
  • Should we use the  catch-up provision on my 401(k) plan?
  • Should we keep my current life insurance?
  • Should we set up a living trust?
  • Should we sell our current home and downsize?
  • What are reverse mortgages?
  • Do we convert our IRA’s to a Roth IRA?
  • When should we take social security?

 Are You an Individual?

  • Savings or debt, which should you work on first?
  • How to create your first budget?
  • How to manage student debt?
  • Buying your first home?
  • Why should you be saving for retirement?
  • Are you spending too much?
  • Considering a work sabbatical?
  • What do you do with your current stock options?
  • Is it smart to buy life insurance?
  • How do you stay on track for retirement?
  • How to handle old 401(k)’s?
  • Do you need a will or a trust?
  • How can you minimize taxes on your current income?
  • Getting more income out of my assets?
  • How to create an overall estate plan?
  • What are required minimum distributions?
  • Why long term care insurance?
  • What's the best age to start social security?
  • Do we need to set up a trust?
  • Is it a good idea to still be in stocks at my age?
  • Is my asset allocation correct for my needs?

 Are You an Entrpreneur?

  • How should you charge for your services?
  • How do I track and manage expenses?
  • What's best for taxes? (S-Corp, Sole Proprietor, etc.)
  • Do you set aside money for income taxes?
  • Do you need a retirement plan?
  • How do I handle health and life insurance?
  • Who pays the social security tax?
  • Is your spouse on payroll?
  • When can children be on our payroll?
  • How do I take income from the company and minimize taxes?
  • How to have a cost effective employee benefits plan?
  • Should I have a buy-sell agreement with my business partner?
  • Do I need a board of advisors?
  • Is your business ready to be sold?
  • Do you have a business valuation?
  • Do I take a lump sum or a payout over time?
  • Will the sale generate me enough income to live?
  • What are the options to minimize the taxes from the sale?
  • Will you need health insurance?
Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck