The National Financial Alliance

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The National Financial Alliance The National Financial Alliance provides comprehensive and integrated financial services in a high-engagement, client-centric model.

We focus on long-term client relationships. Securities offered through LPL Financial, Member FINRA/SIPC finra.org sipc.org. Investment Advice offered through Strategic Financial Concepts, a registered investment advisor. Strategic Financial Concepts and National Financial Alliance are separate entities from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am/we are registered to do business, please visit www.tnfa.net

𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗙’𝘀: 𝗙𝗜𝗧𝗡𝗘𝗦𝗦 💪You can have a full calendar, a growing business, and a long list of accomplishments.But when you...
11/05/2026

𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗙’𝘀: 𝗙𝗜𝗧𝗡𝗘𝗦𝗦 💪

You can have a full calendar, a growing business, and a long list of accomplishments.
But when you're running on empty, everything feels harder.
At National Financial Alliance, Fitness is about taking care of yourself physically and mentally so you can stay engaged in the work you do and the life you enjoy.
Our philosophy is simple:
Fitness is both physical and mental, and we believe you must be Fit to be engaged in our business.
Making time to recharge, maintaining healthy habits, and recognizing when you need a break can all play a role in your well-being.
A strong professional life should leave room for taking care of the person behind the profession.

𝗜’𝗹𝗹 𝘄𝗼𝗿𝗿𝘆 𝗮𝗯𝗼𝘂𝘁 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗹𝗮𝘁𝗲𝗿.Sound familiar?It's easy to put financial planning on the back burner when retirement ...
11/04/2026

𝗜’𝗹𝗹 𝘄𝗼𝗿𝗿𝘆 𝗮𝗯𝗼𝘂𝘁 𝗿𝗲𝘁𝗶𝗿𝗲𝗺𝗲𝗻𝘁 𝗹𝗮𝘁𝗲𝗿.

Sound familiar?

It's easy to put financial planning on the back burner when retirement feels decades away or everyday expenses are demanding your attention. But waiting can mean missing opportunities to evaluate your savings habits, investment strategy, and long-term goals. The earlier you start asking questions, the more time you may have to consider your options.

⏳ How much should you be saving?
⏳ Are your investments aligned with your timeline?
⏳ What financial milestones are coming up?
⏳ How might your priorities change over the next decade?

You don't need every answer before beginning the conversation.

11/04/2026

November is Long-Term Care Awareness Month. 🏡

Most long-term care happens at home, and Medicare generally doesn’t cover it. Without a plan, the default plan is usually a spouse or an adult child.

Our latest NFA Studio episode covers what to know and three simple steps to take this month. 🎧

𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 𝘀𝗼𝘂𝗻𝗱𝘀 𝗴𝗿𝗲𝗮𝘁. 𝗨𝗻𝘁𝗶𝗹 𝘆𝗼𝘂’𝗿𝗲 𝗱𝗼𝗶𝗻𝗴 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳.Building a successful advisory practice involves plent...
11/03/2026

𝗜𝗻𝗱𝗲𝗽𝗲𝗻𝗱𝗲𝗻𝗰𝗲 𝘀𝗼𝘂𝗻𝗱𝘀 𝗴𝗿𝗲𝗮𝘁. 𝗨𝗻𝘁𝗶𝗹 𝘆𝗼𝘂’𝗿𝗲 𝗱𝗼𝗶𝗻𝗴 𝗲𝘃𝗲𝗿𝘆𝘁𝗵𝗶𝗻𝗴 𝘆𝗼𝘂𝗿𝘀𝗲𝗹𝗳.

Building a successful advisory practice involves plenty of responsibilities beyond meeting with clients. Technology. Operations. Compliance coordination. Administrative processes. Business development. And somehow, you're supposed to find time for all of it.

At National Financial Alliance, we recognize that advisors need resources and relationships that support the way they want to operate their businesses.
Having experienced people to turn to can make a meaningful difference in how you approach your day-to-day responsibilities.

𝗬𝗼𝘂’𝘃𝗲 𝗯𝘂𝗶𝗹𝘁 𝘆𝗼𝘂𝗿 𝗯𝗼𝗼𝗸. 𝗪𝗵𝗼’𝘀 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘆𝗼𝘂 𝗯𝘂𝗶𝗹𝗱 𝘄𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁?As your practice evolves, your needs may change. Maybe you'r...
10/30/2026

𝗬𝗼𝘂’𝘃𝗲 𝗯𝘂𝗶𝗹𝘁 𝘆𝗼𝘂𝗿 𝗯𝗼𝗼𝗸. 𝗪𝗵𝗼’𝘀 𝗵𝗲𝗹𝗽𝗶𝗻𝗴 𝘆𝗼𝘂 𝗯𝘂𝗶𝗹𝗱 𝘄𝗵𝗮𝘁’𝘀 𝗻𝗲𝘅𝘁?

As your practice evolves, your needs may change. Maybe you're looking for stronger operational support. Maybe you're evaluating your long-term business goals. Maybe you're wondering whether your current environment still fits the way you want to serve your clients.

Those questions deserve a closer look.

At National Financial Alliance, we welcome conversations with advisors who are thinking seriously about the future of their practices.

🎉 Help us wish Kent Boatwright, our Premier Advisor, a very happy birthday!We’re celebrating you today, Kent, and wishin...
10/30/2026

🎉 Help us wish Kent Boatwright, our Premier Advisor, a very happy birthday!

We’re celebrating you today, Kent, and wishing you a year ahead filled with new opportunities, great memories, and plenty of success. Hope you have a fantastic birthday!

𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗙’𝘀: 𝗙𝗔𝗠𝗜𝗟𝗬 ❤️The meetings will end. The emails can wait. The to-do list will still be there tomorrow.But the m...
10/29/2026

𝗧𝗵𝗲 𝗙𝗶𝘃𝗲 𝗙’𝘀: 𝗙𝗔𝗠𝗜𝗟𝗬 ❤️

The meetings will end. The emails can wait. The to-do list will still be there tomorrow.
But the moments that matter most? Those deserve your attention today.

At National Financial Alliance, we believe your Family must come first. Family is the second of our Five F's, and it reflects how we think about the people behind the work we do.

Whether you're building a career, running a practice, or planning for the future, the people you love are part of the bigger picture.

On National First Responders Day, we recognize the people who dedicate themselves to serving others and supporting our c...
10/28/2026

On National First Responders Day, we recognize the people who dedicate themselves to serving others and supporting our communities. Today, we celebrate you and the work you do.

𝗬𝗼𝘂 𝗱𝗶𝗱𝗻’𝘁 𝗯𝗲𝗰𝗼𝗺𝗲 𝗮 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝘁𝗼 𝗰𝗵𝗮𝘀𝗲 𝗽𝗮𝗽𝗲𝗿𝘄𝗼𝗿𝗸.Your day can fill up quickly with administrative tasks, operati...
10/27/2026

𝗬𝗼𝘂 𝗱𝗶𝗱𝗻’𝘁 𝗯𝗲𝗰𝗼𝗺𝗲 𝗮 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 𝘁𝗼 𝗰𝗵𝗮𝘀𝗲 𝗽𝗮𝗽𝗲𝗿𝘄𝗼𝗿𝗸.

Your day can fill up quickly with administrative tasks, operational questions, client requests, and the everyday demands of running a practice. Having the right people in your corner matters.

At National Financial Alliance, we understand the value of operational support, clear communication, and a team that understands the challenges advisors face. Because your time matters. Your clients matter. And the way you run your business matters

𝗟𝗶𝗳𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀. 𝗬𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻 𝘀𝗵𝗼𝘂𝗹𝗱 𝗸𝗲𝗲𝗽 𝘂𝗽.A new job. A growing family. A home purchase. A retirement date that su...
10/26/2026

𝗟𝗶𝗳𝗲 𝗰𝗵𝗮𝗻𝗴𝗲𝘀. 𝗬𝗼𝘂𝗿 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻 𝘀𝗵𝗼𝘂𝗹𝗱 𝗸𝗲𝗲𝗽 𝘂𝗽.

A new job. A growing family. A home purchase. A retirement date that suddenly feels a lot closer.

Every major milestone can bring new financial decisions, and the strategy that made sense five years ago may need another look today.

Regular financial reviews can help you revisit your goals, evaluate your priorities, and consider whether adjustments make sense for your current circumstances.

Address

901 NE Loop 410, Suite 100
San Antonio, TX
78209

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 2:30pm

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