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Retirement and Estate Planning

Retirement and Estate Planning

The need for financial planning doesn't stop once you reach retirement. In fact, during retirement it's more important than ever to work with a financial planner to ensure that your investments can sustain the life of your retirement and beyond. We'll work with you and your family to develop a strategy that meets all your needs. 

Get the Support You Need For Your Financial Goals

Get the Support You Need For Your Financial Goals

Our team of experienced financial advisors will work with you to delve deep into your financial history and your future goals. From there, we'll create a few custom plans to get you started, and we'll guide you each and every step of the way. 

Contact us

Contact us

View our business hours, address, and phone number.

Have a question? Send us an email.

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Observed Holidays

Observed Holidays

View a list of observed holidays

Holidays

Our Team

Amanda Dunlap

Amanda Dunlap

CEO, AFP, Royal Alliance Financial Advisor

(512) 327-2276

(512) 861-2287

Angie  Brinkley

Angie Brinkley

Financial Advisor, Investment Advisor

512-900-8316

512-900-8316

Perreda Manor

Perreda Manor

Chief of Operations

512-861-2288

512-861-2288

Jennifer Salinas

Director of Marketing

512-298-3457

512-298-3457

Felicia  Paul

Felicia Paul

Accounting & Tax Consultant

512-327-7854

512-327-7854

Jessica Garcia

Administrative Assistant

512-327-2276

(512) 327-2276

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