Expertise

A Personalized Plan For Your Success

We serve clients in all different stages of life; some are building families and careers while others are on the cusp of retirement. They’re smart, driven people who want to be intentional with their money, and we help them create personalized financial plans that reflect their idea of success. We give them clarity about where they are and how to get where they want to go, outlining practical strategies that support their goals. With a plan in place, they gain confidence and peace of mind to fully enjoy their best life.

Everything we do is tailored to suit your needs and goals. We assess where you are in relation to where you want to be, and we provide a practical, personalized plan to help you bridge the gap. We specialize in comprehensive planning, where we examine the big picture and address each area of your financial life, outlining integrated strategies to ensure every element of your wealth is aligned with the life you want to live. Some of our specific services are listed below:

And Jabez called on the God of Israel saying, “Oh, that You would bless me indeed, and enlarge my territory, that your hand would be with me and that You would keep me from evil, that I may not cause pain.” So God granted him what he requested.

— 1 Chronicles 4:10 —

Get In Touch

4308 N. McColl Road
McAllen, TX 78504

Call: (956) 630-9120
BrennanA@ft.NewYorkLife.com
ArmondoJBrennan@TheNautilusGroup.com
Be sure you know—it’s two o's "Armondo”!

Expertise

A Personalized Plan For Your Success

Individual & Family Services

Business Services

Physician Services

Investment Management

And Jabez called on the God of Israel saying, “Oh, that You would bless me indeed, and enlarge my territory, that your hand would be with me and that You would keep me from evil, that I may not cause pain.” So God granted him what he requested.

Get In Touch