Our Services

Alamo Financial is an independent and comprehensive financial services firm that specializes in pre and post-retirement planning and investments.  Jerry Crockett, founder and senior member of the firm, is an IRA specialist and member of Ed Slott’s Master Elite IRA Advisor Group.  Allen Young, a "baby-boomer" himself, keeps progressively versed about of the concerns, needs, and desires of the baby-boomer generation and their heirs, and concentrates on how to best serve their goals and financial needs.

We begin with an in-depth evaluation of your current financial situation. Think of it as a financial x-ray. Before we can make any recommendations, we need to understand where you are now. Once this review is completed, we can begin to discuss your financial objectives and develop a plan to help you achieve your goals and dreams.

With changing economic conditions and market swings, we concentrate on individuals with a long-term investment horizon. If you become a client, we meet with you periodically during the year to keep your plan consistent with your goals and any changes in your financial or personal life.

Our goal at Alamo Financial is to develop lasting friendships with clients while providing beneficial quality financial services. We offer a wide range of services including:

·      Investment Planning – Investment strategies should be tailored to the individual’s values, plans, and risk tolerance. 

·      Retirement Planning – Retirement planning is about more than accumulating money. It is just as important to make sure you don’t run out of money during your retirement years.

 ·      Estate Conservation and Asset Transfer – Distribution is the final phase of financial planning. We work with our clients to make sure they minimize estate taxes and transfer their assets to their heirs. 

·      Charitable Giving – If  there  are charities you have supported during your life that you would like to remember through your will, we can show you how to benefit your favorite charity and also increase your income while living. 

·      Risk Management – We review all types of insurance you own to make sure you have enough of it, the right type and the best form of ownership.