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Rustic barn with Texas flag roof on a grassy field.
Oak trees in a field of bluebonnets under a blue sky.
Texas wildflowers in a field with a distant state flag.
Texas State Capitol building dome framed by green trees
The Alamo mission building at sunset in San Antonio

Calculators

You can review interesting calculators on my site.

Contact Us

Please feel free to contact us with any questions.

Videos

We have interesting videos for you to watch on my site.

Welcome to the Generations Wealth Advisors Family

Generations Wealth Advisors is a family owned and operated firm that provides independent financial consulting to goal-oriented individuals who desire to leave a family legacy. Our generational wealth planning process helps families respect and communicate traditions across generations while embracing change and taking unified action.

Our clients represent a range of life experiences. They include first, second and third generation business owners. Some are farmers and ranchers and land owners with minerals rights. Others are successful executives and professionals who worked their way up to positions of great responsibility.

As a result of this diversity, each advisory relationship we establish is unique. Every client brings a different story to the table. They depend on us to understand their situations and visions for the future. They task us with helping them preserve their wealth in accordance with their values.

Our client relationships span generations. Caring for those relationships will always be our first priority. We have built our process around delivering on that promise. Generational wealth planning focuses on keeping families together by helping to clarify shared goals that will carry forward a lasting legacy.

The longest government shutdown in U.S. history ended on November 12, 2025. This article looks at the bill that ended the shutdown, issues that are unresolved, and estimates of the economic impact.

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Survivorship life insurance may be a cost-effective coverage solution for older couples or business partners.

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Explores how investment strategy changes once retirement begins.

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Shows how transfer-on-death designations help avoid probate costs.

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Will you be able to afford nursing home care?

How much will it cost to pay off a loan over its lifetime?

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

A balance sheet summarizes your assets and liabilities and reveals your net worth.

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Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck