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  • Steve Gonzales
Benefits
Appreciated

HEALTHCARE PLANS UNDERSTOOD

PAYROLL TAX REDUCTION

CASH FLOW/FINANCIAL WELLNESS

RETIREMENT PLANNING

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01

Snapshot Survey

An assessment to measure current knowledge, understanding and perspective on Employee Benefits, Money, and Taxes.

02

Workshops/Focus Groups

Interactive education, communication and elaboration to achieve maximum value and appreciation of current employer sponsored benefit plans, followed up with opportunities for personalized consultation and planning.

03

Individual Consultation

One-on-one “meet you where you are” employee consultation to identify opportunities for betterment via employer sponsored benefit programs.

What People Say

Being a relatively recent widow, I found myself without my one financial advisor that I had always counted on. When I needed good, sound advice & information I turned to Steve without hesitation & found a person with strong professional ethics who truly cares for his clients & friends. Thank you, Steve.
Celia
Round Rock, Texas
This stuff can be so confusing! Steve has been the only advisor willing to take all the time needed to listen to my concerns, answer all my questions, and communicate in everyday language that I understand. Thank you, Steve!
Melissa
Austin, Texas
Steve Gonzales is not only personal, he's competent. His knowledge, skill and caring has saved me money and made for a pleasurable experience. Steve is a real treasure.
Joe
Austin, Texas
I have found Steve to be very easy to work with, thorough and always prepared. His knowledge of the insurance industry has been very valuable; he takes the stress out.
Lori
Austin, Texas
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