James Enriquez
Strategic Insights Financial Planning Group
3008 N McColl Rd, Suite A
McAllen, TX 78501
9567092029
About Strategic Insights Financial Planning Group
The financial landscape is complex, yet filled with opportunities. At Strategic Insight Financial Planning Group, we strive to bring clarity to this complexity, guiding you to make informed decisions that align with your financial goals.
We go beyond one-size-fits-all solutions. Our services are tailored to your unique life situation, providing a customized roadmap that addresses your needs, from tax planning and retirement strategies to estate planning and investment management.
Consider us your partners. We proactively monitor your financial health, adapting strategies as your life evolves and ensuring you are always on the best path to achieve your goals.
Understanding your finances empowers you to make better decisions. We provide the insights and knowledge you need to feel confident about your financial future. Our goal is to make you feel valued, understood, and confident in your financial decisions.
See Disclosures
General Information
Firm Start Year
CRD#
5847307
Firm CRD#
6413
Name of Broker/Dealer
LPL FINANCIAL LLC
States Licensed in
TX
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Advisory Services Provided
Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Money Management, Wealth Management, Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®, AAMS®, EA, CRPC®, MST
Securities Licenses
Series 66, Series 7
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$250K+
Compensation Methods
Commissions, Flat Fee, Based on Assets, Hourly
Disclosures
RothIRA.org provides referrals to financial professionals of LPL Financial, LLC (LPL). RothIRA.org is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RothIRA.org cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
LPL ADV 2A
https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf
Additional Detailed Disclosures