Brent McCrary, CFP - Certified Financial Planner Professional

Brent McCrary, CFP - Certified Financial Planner Professional Certified Financial Planner™Professional Financial Advising Firm representing clients in Texas and Louisiana member FINRA/SIPC.

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please see our website for additional disclosures: https://www.brentmccrary.com

There are billions in unclaimed dollars in the US. Is some of that yours?
07/19/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

Do you know what your insurance needs are, when you’re married, with children?
07/16/2026

Do you know what your insurance needs are, when you’re married, with children?

When you’re married and have children, insurance needs will be different.

Social Security has been a fact of retirement since 1935; how much do you really know about it?
07/14/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

Saving for college doesn’t have to be as complicated as college itself.
07/12/2026

Saving for college doesn’t have to be as complicated as college itself.

Here's a crash course on saving for college.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
07/09/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

With great wealth comes even greater questions. Learn more in our article.
07/07/2026

With great wealth comes even greater questions. Learn more in our article.

Preserve your high net worth with these foundational tips.

When it comes to investing, you may be your own worst enemy.
07/05/2026

When it comes to investing, you may be your own worst enemy.

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

What every parent needs to know about insuring his or her teen driver.
07/02/2026

What every parent needs to know about insuring his or her teen driver.

Tips on insuring your teen driver.

Terrible or wonderful; Could a variable annuity be right for you?
06/30/2026

Terrible or wonderful; Could a variable annuity be right for you?

Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about if annuities are right.

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital ...
06/28/2026

Chris Rock once remarked, “You don’t pay taxes – they take taxes.” That applies not only to income, but also to capital gains.

Understanding how capital gains are taxed may help you refine your investment strategies.

Address

3522 Paesano's Parkway, Suite 100
San Antonio, TX
78231

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