Michael A. Aguirre, LUTCF, CLTC - Financial Advisor

Michael A. Aguirre, LUTCF, CLTC - Financial Advisor Will need to select language from the pre-approved template which will be sent separately MICHAEL A. I hope I can be seen as a resource to you!

AGUIRRE, LUTCF, CLTC - FINANCIAL ADVISOR

Having begun my career as a financial consultant in 1979, I apply my deep financial knowledge to help clients make informed decisions using a comprehensive, “big picture” approach. With a desired combination of analytical and coaching skills, I recommend practical solutions, explain complex issues, and guide clients through implementation and adjustments t

o maintain investor profile alignment. My goal is to maximize benefits for my clients by bringing investments, insurance and education, retirement, estate and tax planning into one financial plan to minimize gaps that can leave families and businesses under-prepared and under-protected. I seek input from the client’s tax advisor, insurance agent, attorney and other professionals to enhance the integrity of the plan over the long term. I also ensure that the overall plan is appropriate for risk tolerance and growth objectives and efficient for diversification, insurance coverage and tax purposes. I am dedicated to continuing education to always be on the front lines of the financial services industry and serve as a resource to my clients and others in my field. I have been very involved in the National Association of Insurance and Financial Advisors (NAIFA) throughout my career, having served as President of the San Antonio Chapter 2015-2016. I am also a member of the San Antonio Hispanic Chamber of Commerce and the Planned Giving Advisory Council, University of Texas Health Science Center at San Antonio. Please like and follow my page to receive relevant information I share about the financial industry. If you’d like to have an initial no-obligation consultation, please call my office at 210-332-4705 to schedule a time together. I am a registered representative of and offer securities and investment advisory services through MML Investor Services, LLC, Member SIPC (www.sipc.org). Supervisory Address: 6300 Bee Cave Rd., Building 2, Ste. 4, Austin, TX 78746. MassMutual Financial Group is a marketing designation for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliates and sales representatives

FINRA: finra.org
SIPC: sipc.org

You may have caught the market at a bad time, but that doesn’t mean you should run from opportunities that help you plan...
06/29/2023

You may have caught the market at a bad time, but that doesn’t mean you should run from opportunities that help you plan for your future. Let’s connect and form a retirement plan that suits your unique needs. https://bit.ly/3JB2ZeS.

Having all your eggs in one basket can be trouble if the market starts to slip. Let’s talk about how an annuity can be a...
06/15/2023

Having all your eggs in one basket can be trouble if the market starts to slip. Let’s talk about how an annuity can be a great diversification tool. https://bit.ly/3JhPlND.

Higher interest rates made annuities a hot topic in the retirement world in 2022, but people still needed help figuring ...
06/07/2023

Higher interest rates made annuities a hot topic in the retirement world in 2022, but people still needed help figuring out if they made sense for their retirement goals. Let’s connect and see if an annuity fits your plan. https://bit.ly/3Cn3qW1

Recovering from a big market loss usually requires bigger effort. Let’s talk over your retirement goals and whether your...
06/01/2023

Recovering from a big market loss usually requires bigger effort. Let’s talk over your retirement goals and whether your timeline makes sense. https://bit.ly/3MIpVd6.

The Numbers are in! LIMRA has released their Q1 rankings for retirement products. Let’s talk about where MassMutual stan...
05/24/2023

The Numbers are in! LIMRA has released their Q1 rankings for retirement products. Let’s talk about where MassMutual stands and whether their products make sense for your retirement plan. https://bit.ly/3BWkpOZ.

MassMutual recently partnered with the Age-Friendly Institute and found that nearly 50% of adults aged 50+ are consideri...
05/22/2023

MassMutual recently partnered with the Age-Friendly Institute and found that nearly 50% of adults aged 50+ are considering retirement as being defined as working part-time. Learn more about the mindset of retirees and how they’re handling the curveballs of retirement. https://bit.ly/43lLrLp.

You may have better options than managed withdrawals when funding your retirement expenses. Let’s talk about how an annu...
05/18/2023

You may have better options than managed withdrawals when funding your retirement expenses. Let’s talk about how an annuity can help you close your income gap and retain more of your money. https://bit.ly/3WuNkmR.

One in three people say that they’ll be working until 70 or until they no longer can. Does that reflect your retirement ...
04/13/2023

One in three people say that they’ll be working until 70 or until they no longer can. Does that reflect your retirement plan? MassMutual recently teamed up with the Age-Friendly Institute to find out how long Americans are planning to stay in the workforce. Learn more: https://bit.ly/3o8JcMa.

With tax brackets lowering in 2023, now may be the time to convert your traditional IRA to a Roth IRA. We should talk an...
03/16/2023

With tax brackets lowering in 2023, now may be the time to convert your traditional IRA to a Roth IRA. We should talk and consider an annuity as a partner product that has lifetime income and limited tax liability. https://blog.massmutual.com/post/roth-conversions.

Did you know that Delaware is considered to be the most age-friendly place to retire in the US? Because retirement doesn...
03/07/2023

Did you know that Delaware is considered to be the most age-friendly place to retire in the US? Because retirement doesn't simply boil down to the assets you've saved over the years, MassMutual has partnered with the Age-Friendly institute to find the most age-friendly places to settle down for post-work life. https://bit.ly/3T1j2Gn.

Address

10101 Reunion Place
San Antonio, TX
78248

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+12103324705

Website

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