Financial Life Advisors

Name: Financial Life Advisors
Address: 2338 North Loop 1604 West, San Antonio, TX, 78248, US
Telephone: (210) 918-8998
Price range: $$$
Rating: 5

Independent fiduciary financial planning with personalized, long-term guidance.

5(5 reviews)

$$$

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About

Financial Life Advisors offers independent fiduciary financial planning in San Antonio, delivering investments aligned to each client's risk profile along with estate and tax guidance. Reviews highlight responsive, clear guidance and flexible access by email, phone, or in-person meetings, with a trusted team supporting long-term financial peace of mind.

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Location

2338 N Loop 1604 W Ste 311, San Antonio, TX 78248, USA

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Information

2338 North Loop 1604 West

San Antonio, TX, 78248

(210) 918-8998 www.fladvisors.com/

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Services

Comprehensive Financial Planning

Holistic review of your financial picture including investments, retirement, taxes, and insurance to create a tailored strategy.

Investment Management

Personalized portfolio management based on your risk profile and long-term financial objectives.

Estate Planning Guidance

Expert advice on wills, trusts, and estate strategies to secure your legacy and protect your assets.

Tax Planning Services

Proactive tax strategies and coordination with accountants to optimize your financial situation.

Retirement Planning

Detailed planning for retirement, including income strategies, Medicare, and lifestyle transitions.

Insurance Review

Assessment and recommendations for life, health, and other insurance products to ensure adequate coverage.

5.00 · 5 reviews

Overall rating

Niki Guenther

via Google

· 6 months ago

Exceptionally knowledgeable, trustworthy, and responsive. We have been working with Ben for over 12 years, and he carefully reviews our entire financial picture—including tax returns, assets, insurance products, investments, and more. He provides clear, factual guidance that helps us make smart, informed decisions about retirement planning and our financial future. His valuable expertise, insight, and ability to clearly explain complex facts year after year give us confidence and peace of mind. Highly recommend.

Lisa Martinez

via Google

· 7 months ago

Financial Life Advisors has helped us with all our financial needs including managing our investments, retirement planning, tax planning and all other aspects of our financial needs. We have been very happy with all the services they provide. They are very responsive to any questions or issues we have. I would highly recommend them to anyone who needs financial services.

Jim Miller

via Google

· 7 months ago

I chose FLA as I wanted an independent fiduciary that wasn't a one person office or a large firm where I was just a number. This was a number of years ago that I started working with them. They have provided excellent financial and estate guidance. The investments are based on the risk profile I have. They are available to answer email or phone questions. We do have meetings, face to face or electronic, at key times during the year to discuss investments, taxes and other financial topics. l am glad I found this firm to work with and highly recommend them.

BC T

via Google

· 8 months ago

I met with Ben Gurwitz from FLA during a very difficult time in my life. My husband had just died in May of 2018 and I was unsure how to proceed forward with my taxes, insurance, savings, investments and life etc. I was looking for guidance…a financial planner..so I shopped around for a while without success. It wasn’t until November of the same year that I met with Ben. I immediately noticed it was a totally different experience from other financial life planner’s I had met with. Ben proceeded to explain what I needed to do in a timely fashion and what I could hold off on until I felt more comfortable making future life decisions. Hearing that was a great relief. He also discussed the different types of services they offered that I could change later if I chose to. I felt like I had options that weren’t written in stone…because as I stated before, this wasn’t the time to be making big changes in my life and he understood. I believe it was the trust that sold me at that point. It has always been a big deal for me and I felt that with FLA almost immediately. It’s been seven years now and along with Ben I have met some wonderful people. Mandi… who is always there when ya need help, my trust attorney David, and my accountant. They all work hand-in-hand with Ben making it easier to keep everything in a bundle and my life on track. I’ve never looked back nor regretted the decision I made that day when choosing Financial Life Advisors to help guide me through life and look forward to many years ahead. Many thanks!! CT

Gabrielle Gelo

via Google

· 9 months ago

Michelle L. Klein, LPC delivers holistic therapy in San Antonio, guiding clients to heal and grow by honoring mind, body, and spirit. Clients describe a warm, welcoming environment, attentive listening, and practical guidance that fosters accountability and progress. With ongoing professional training, she offers compassionate, supportive care at 16607 Blanco Rd #706, San Antonio, TX 78232 in a cozy, inviting office.

5.0(20)

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