We are financial, retirement & estate planners based in San Antonio, TX whose mission is to provide our clients with quality financial, retirement & estate planning strategies, guidance, consultation, planning, products & resources. When you visit or call our office, we want you to feel comfortable discussing such important issues concerning you, your family or your business. We want to arm you wi
th the information you need to make an informed decision about your future. Through our affiliates; board Certified Estate Planning Attorneys, CPA's & our financial institutional relationships, we are able to advise our clients with regard to growing, managing, distributing, conveying and disposing of their assets. We strive to meet the personal needs of each client by devising strategies to protect their assets from creditors, as well as income, estate and gift taxes. We can help with strategies for risk adverse continued growth, long term care, medicaid spend down and life time income planning. Metropolitan CMG will provide access to services for the preparation of wills, trusts, business succession planning, family limited partnerships, business entities. and other related planning documents. We provide Tax Free Retirement Planning, IRA Rescue, 401(k), 403(b), TSP Rollers, Business Retirement Planning, Buy-Sell, Key Man, Executive Bonus, Business Succession & Estate Planning, Life, Health, Long Term Care, Disability Income Insurance & Annuity services for: for High Net Worth individuals, Small to Midsize Business Owners, Seniors, Retirees, Postal Employees, Federal Employees, Military and Members of the Entertainment industry.
