Reliance Financial Partners

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Reliance Financial Partners Empowering our clients to live on purpose through customized financial planning. Posting Guidelines:
We're glad to have you here! Thank you!

Reliance Retirement Services is a family-owned, leading retirement planning and financial services firm in San Antonio & surrounding areas. We value high-quality information, transparency, and services and products that will help you retire and stay retired with confidence. Please abide by our posting guidelines so that your comments and opinions can be left up for all to see. If you are having a problem with your account, the best way to handle it is to call us at 210-255-3040 or send us a message through our website, but you can also send us a Facebook message. Please do not post any of your personal information or account information on the page. We do provide financial services and we realize that money-related issues can be especially frustrating, but please contact us directly to express any complaints so that we can quickly remedy the situation if possible. We do our best to help resolve every issue as quickly and satisfactorily as possible, but unfortunately there are certain factors we cannot control, such as the processing time of other businesses, hours of operation of other businesses, etc. "Trolling" on posts without any desire to resolve an issue will not be tolerated. All comments and visitor posts will be monitored and reviewed to ensure a safe, friendly environment for all of our visitors. If you have any questions about our posting policy, please do not hesitate to contact us.

Two amazing team members, one very special day! 🎉 Please join us in wishing a happy birthday to Grace and Erykah, who li...
10/15/2026

Two amazing team members, one very special day! 🎉 Please join us in wishing a happy birthday to Grace and Erykah, who light up our office with their kindness, hard work, and good vibes.

Happy birthday, ladies, and here’s to a year as bright as you both are! 🌟✨

10/15/2026

You saved for 30 years and did everything right. Then RMDs kick in and suddenly there's $20K or $40K of taxable income you didn't plan for. Most people don't see it coming. A plan should.

Estate planning isn’t just for the wealthy. If you own a home, have retirement accounts, or care about the people in you...
10/14/2026

Estate planning isn’t just for the wealthy. If you own a home, have retirement accounts, or care about the people in your life, you have decisions to make.

Swipe to see the five documents every Texas family should consider, from Part 1 of Grace Suchy’s estate planning series.

“The families who plan ahead spare themselves an enormous amount of stress.” Grace Suchy, CSA®

Read the full article at the link in our comments.



For educational purposes only; not legal, tax, or investment advice. Estate planning documents should be prepared by a licensed attorney. Advisory services offered through Reliance Wealth Management, an SEC Registered Investment Adviser. Insurance services provided by Reliance Financial Partners.

10/13/2026

Income. Investments. Taxes. Healthcare. Legacy. Most people have these spread across different places, or not handled at all. Plan on Purpose brings all five under one roof.



Advisory services offered through Reliance Wealth Management, an SEC Registered Investment Adviser.

Stocks finished Q3 near record highs while interest rates climbed to 20-year peaks. Add the Fed’s first rate hike in thr...
10/09/2026

Stocks finished Q3 near record highs while interest rates climbed to 20-year peaks. Add the Fed’s first rate hike in three years, oil above $100, and the midterm elections ahead, and it was a quarter of contrasts.

Our takeaway heading into Q4: stay balanced, and stay focused on your goals.

Read Dana Dunkelberger’s full Q3 2026 market commentary. Link in the comments.



Advisory services offered through Reliance Wealth Management, an SEC Registered Investment Adviser. For informational and educational purposes only; not investment advice. All investing involves risk. Past performance does not guarantee future results.

When you understand your why, you live with more purpose.Swipe to meet the 9 Enneagram types and discover what drives yo...
10/05/2026

When you understand your why, you live with more purpose.
Swipe to meet the 9 Enneagram types and discover what drives you. ✨

What's your number?

Where should AI end and human judgment begin in your finances?Our CEO & Founder, Dana Dunkelberger, was featured in Forb...
09/30/2026

Where should AI end and human judgment begin in your finances?

Our CEO & Founder, Dana Dunkelberger, was featured in Forbes Finance Council's "17 Ways To Balance AI And Human Judgment In Personal Finance." His take: let a disciplined system handle the moments when fear or greed tempt you to go off plan, and save human judgment for your goals, your values and the calls you can't undo.

Read the full article: https://forbes.pulse.ly/agslvycfyu

Please join us in celebrating Kevin's one-year anniversary as a Wealth Advisor with Reliance! Over the past year, he's b...
09/25/2026

Please join us in celebrating Kevin's one-year anniversary as a Wealth Advisor with Reliance! Over the past year, he's brought genuine care, dedication, and thoughtful guidance to every client relationship — and we couldn't be more grateful to have him on our team. Here's to many more years of helping our clients build brighter financial futures.

Congrats, Kevin!👏

“You have to have a plan, and that plan has to have a purpose.”Our dad said this to us on the water, long before any of ...
09/23/2026

“You have to have a plan, and that plan has to have a purpose.”

Our dad said this to us on the water, long before any of us thought about retirement. It’s still the heartbeat of everything we do.

A plan tells your money where to go. A purpose tells you why. When you have both, you stop worrying about the market and start living your life.

📖 That idea became a book. Get your free copy: https://reliancefinancialpartners.pulse.ly/kwie01hxf4

Please join us in celebrating a huge milestone: Sabrina, our Chief Operating Officer, is marking 15 years with the compa...
09/20/2026

Please join us in celebrating a huge milestone: Sabrina, our Chief Operating Officer, is marking 15 years with the company! 👏

Over the past decade and a half, she has been instrumental in building the operational foundation that drives our success — leading with clarity, resilience, and genuine care for her team. Her impact is felt across every part of this organization, and we're incredibly grateful for her dedication and leadership. Congratulations, Sabrina, on this incredible achievement — here's to many more years ahead!

Address

6827 Camp Bullis Road, Suite 402
San Antonio, TX
78256

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 12pm

Telephone

+12102553040

Website

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