Our Firm
Renaissance Wealth Management Group of Texas is a financial services firm based in San Antonio. Our goal is to help clients address and tackle the financial problems in their life they may not have even realized they had.
Learn MorePre-Retirees
It's critical to plan for retirement ahead of time. As clients approach retirement, they are concerned with ensuring that the wealth they've worked hard to build will work for them in retirement. Focusing on proper planning and strategies that provide a consistent income stream, we strive to help clients pursue their retirement dreams.
Learn MoreHelpful Content
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Understanding the Basics of Medigap Policies
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
What Is a Stretch IRA?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
A Living Trust Primer
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Planning for Special Needs Children
Planning for a special-needs child can be complicated, confusing, and even overwhelming.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Taxable vs. Tax-Deferred Savings
Use this calculator to compare the future value of investments with different tax consequences.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Saving for College
This calculator can help you estimate how much you should be saving for college.
Assess Your Life Insurance Needs
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Long-Term-Care Protection Strategies
The chances of needing long-term care, its cost, and strategies for covering that cost.
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
From Boats to Brokers
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
Bursting the Bubble
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.