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Financial Life Advisors is an independent Financial Planning and Wealth Management firm focused on serving individuals and businesses in San Antonio and its surrounding communities. Since its beginning in 1993 as Cross Financial Services, the company has maintained its goal of providing objective financial advice to help its clients plan for the lives they want to live.

 

In 2017, Cross Financial Services became Financial Life Advisors and today its mission is stronger than ever. The team at Financial Life Advisors is dedicated to offering a Fee-Only service, which means that each of its Advisors are compensated directly by their clients. Compensation is solely for advice, financial planning implementation, and ongoing management of assets.

Financial Life Advisors has intentionally chosen to build a firm that does not offer commission-based products nor does their Advisors receive compensation from referrals.

The Financial Life Advisors team is dedicated to giving clients advice and guidance that gives them a path forward for achieving the life they want to live. From detailed Tax Projections to implications to customizing a full Financial Plan, and engaging in ongoing management, each Advisor is dedicated to the success of their client.

Partners

Kirk W. Francis CFP®

Partner, CEO, 401(k) Planning

Ben Gurwitz CFP®

Partner, Personal Financial Planning

Team

Mandi Dolecheck

Ongoing Client Engagement

Jessie Dugan

Cultural Operations

Mary Jo Haselhorst
CPFA® , AIF®

401(k) Planning

Josh Hussong CFP®

Personal Financial Planning

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Scott Leavitt CFP®

Personal Financial Planning

Nate Morris

Compliance and Operations

Cameron Neumann

Trading and Operations

Kim Nourie CFP®, CPA

Personal Financial Planning

Rosa Ybarra

Client Engagement and Office Management

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Success Stories

We focus on building relationships and wealth for families and business owners through Financial Planning, Investment Management, Insurance strategies, and Tax Planning.

ADDRESS DETAILS

14607 San Pedro Avenue, Suite 190
San Antonio, TX 78232

HAVE QUESTIONS?

Phone: (210) 918-8998
Fax: (210) 579-6615
Email: advisor@fladvisors.com

OFFICE HOURS

9:00 a.m to 5:00 p.m
Monday through Friday

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Who We Are

Your Local, Independent, Fee-Only Firm.

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