Robert L (Bob) Wenske

909 NE Loop 410
Suite 300

San Antonio, TX 78209

(210) 841-5680 Office

(210) 827-5897 Cell

(210) 828-8066 Fax

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Choosing Wenco Financial Advisors Inc.
for your Finance Planning Team

The field of financial planning for the senior citizen can be complicated, and often times too complex for the average person.

The expertise required to plan investment strategies, education planning for grandchildren, retirement planning, wills, trusts, insurance, long term care, estate tax, gift tax, and income tax planning, would be impossible to comprehend without professional training.

We have trained and licensed experts in all these areas. The various members of our team can work closely with you to create an estate, to preserve it, and to pass it on to your heirs with the least amount of expense and aggravation.

The members of the team include the following:

The Leader of the Team

You are the leader of the team. You must make the final decisions after carefully reviewing the recommendations of the other members of our financial planning team.

Financial Planner

Our team has a member who has special training in financial planning. A qualified senior financial planner should take a very active part in directing the formation of your overall financial plan.

Investment Specialist

Investors face a confusing range of investment tools, each with different characteristics and use. Professional investment guidance is essential.

Tax Professional

We use a retired I.R.S. auditor to review all tax saving strategies Taxes consume a large part of our income and must be considered in all aspects of a financial plan.

Life Underwriter

Life insurance contracts differ greatly and are issued by companies with varying degrees of financial strength. A professional life underwriter will help you choose a financially strong company, the correct type of policy for your situation, and the correct amount of insurance.

Estate Planning Attorney

We have estate-planning attorneys who usually do not simply draft a simple will. They specialize in estate planning law and are more familiar with the various tools and techniques available to save you and your heirs thousands of dollars is taxes, probate and administration expenses.