Due to the COVID-19 pandemic, we have been meeting with clients virtually - Read More
We’re Cornermen. A boutique financial services firm specializing in personalized financial life planning, retirement planning and strategic investments based out of San Antonio, Texas. We fight for your success and we never throw in the towel.
A Cornerman, or Cornerwoman, is your guide and your coach. Their role is to impart onto you the wisdom, know-how and sense to find victories. But this isn’t a website for boxers. In our world, the ring is the economy and the fight is for your financial success.
Define suc·cess /səkˈses/
Establish and define the client/partner relationship and its objectives.
Gather the data
A deep dive into your personal finances, spending habits and financial goals.
Formulate The Plan
The Cornermen team maps out and constructs a personalized financial blueprint for you.
It’s alive!
Ding! Ding! We present you with your own unique financial blueprint and journey itinerary.
The Decision
Your plan is yours. Now you decide whether or not you’d like us to execute it on your behalf.
Earn Happily Ever After
Cornermen monitors and manages your plan and investment portfolio for years to come.
We’re a nimble team with a diverse set of backgrounds and skillsets who share a singular philosophy on financial planning.
At Cornermen, we are rooted in education. Financial literacy is of the utmost importance to us. We offer retirement planning courses as an act of good faith through our non-profit, The Financial Education Institute. For more information and to register for a class, click the navigation button below!
If you’re ready to take the next step in your financial journey, now is your moment. Reach out! Together we’ll take the title!
Cornermen Financial is independently owned & operated. Cornermen Financial is a Registered Investment Adviser (RIA). Cornermen Financial offers financial planning and investment advisory services. This site is published for residents of the United States only. Cornermen Financial may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Investment involve risk and unless otherwise stated, are not guaranteed.
