Truvize Financial Planning — Fee-only financial advisor

Wellspent Discovery/Advisors/Truvize Financial Planning

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About

Truvize specializes in financial planning and tax planning for business owners and independent contractors with profits between $300k-$1M. Our planners have founded startups, bought and sold businesses and dealt with the daily stresses you face.

Who they serve

HENRY (high earner, not rich yet)
High earners
Founders
Early-career professionals
Pre-retirees

Services

401(k) & IRA Management
Asset Allocation
Business Succession Planning
Cash Flow Planning
Charitable Giving
College/Education Planning
Debt Management
Education Planning
Estate Planning
Executive Compensation
Exit Planning
Family Wealth Transfer
Financial Planning
Insurance Planning
Insurance/Risk Management
Investment Management
Liquidity & Exit Planning
Pension Planning
Philanthropic Planning
Portfolio Management
Portfolio Rebalancing
Retirement Planning
Risk Management
Real Estate Advisory

Structured record

Name	Truvize Financial Planning
Firm	Truvize Financial Planning
Location	El Paso , Texas
Fee model	Percentage of Assets (AUM) · Subscription · One-Time Financial Planning Fee
AUM	$25M - $100M
Founded	2017
Firm size	2 - 5 employees
Affiliation	Independent RIA
Designations	Other
Investment approach	Passive management
Website	Truvize.com
LinkedIn	/jonathan-lopez-06959457

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Specialties

Small business owners
Retirement planning
Family wealth transfer
Pension planning
Real estate investors