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James Enriquez

Strategic Insights Financial Planning Group

3008 N McColl Rd, Suite A

McAllen, TX 78501

956-709-2029

About Strategic Insights Financial Planning Group

The financial landscape is complex, yet filled with opportunities. At Strategic Insight Financial Planning Group, we strive to bring clarity to this complexity, guiding you to make informed decisions that align with your financial goals.

We go beyond one-size-fits-all solutions. Our services are tailored to your unique life situation, providing a customized roadmap that addresses your needs, from tax planning and retirement strategies to estate planning and investment management.

Consider us your partners. We proactively monitor your financial health, adapting strategies as your life evolves and ensuring you are always on the best path to achieve your goals.

Understanding your finances empowers you to make better decisions. We provide the insights and knowledge you need to feel confident about your financial future. Our goal is to make you feel valued, understood, and confident in your financial decisions.

See Disclosures

General Information

Firm Start Year

1986

No. of Employees

10-19

CRD#

5847307

Firm CRD#

6413

Name of Broker/Dealer

LPL FINANCIAL LLC

States Licensed in

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Investment Advice & Management, Financial Advice & Consulting, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Businesses, Financial Planning for Individuals

Services

Investment Types

Mutual Funds, Options & Futures, Bonds, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Stocks, Commodities, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Our Office, Phone, Email, Video Conference

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, AAMS^®, MST, CRPC^®, EA

Securities Licenses

Series 7, Series 66

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$250K+

Compensation Methods

Flat Fee, Based on Assets, Commissions, Hourly

Disclosures

RetirementPlanning.net provides referrals to financial professionals of LPL Financial, LLC (LPL). RetirementPlanning.net is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay RetirementPlanning.net cash compensation for these referrals, which creates the incentive for RetirementPlanning.net to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC

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