Welcome to Longhorn Financial LLC!
Thanks for visiting our website. We help regular working families, with the following areas, with a particular specialty working with small business owners and self-employed.
College financial aid planning
We help families address common questions on paying for college, and then develop strategies to send your student to school without breaking the bank!
Strategies to maximize aid
Completion of aid forms without the common aid killing mistakes
Strategies for efficiently using savings to pay
Strategies for using loans; comparing Federal vs private and repayment strategies
Because you don't want to be in this position!
Retirement income planning
We help create a safety first, income floor retirement plan to maximize income while minimizing the 6 known financial risks that clients will face.
Create savings strategies on where to save and how much to save
Create an income floor to cover basic essential life expenses by
- Strategies to maximize Social Security
- Coordinating with pensions, as applicable
- Create additional guaranteed lifetime income
Develop efficient retirement income strategies
Avoid the 6 major, known financial risks in retirement
Business owner / self-employed planning
Business owners and self-employed have many more options and strategies than regular, W-2 employees for college and retirement.
Advanced college planning strategies
Coordination with tax strategies to reduce after tax cost of college
Family and non-family employee benefits
Protecting business value
Advanced compensation and benefit strategies for key employees
Voluntary financial wellness programs for all employees