Broker Check
  
 

Se Habla Español

Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement
 

Investments

 

Retirement

 

Insurance

 

Education

Understanding Today’s Financial Environment

Welcome and thanks for visiting our website.  My name is Albert Cavazos, the owner and principal at AC Financial.

We understand the challenges you face in trying to organize and manage your personal finances.  With over 30 years experience in the financial services industry, we can provide you with a better approach that is simple, smart and more personal.  We can help you gain the peace of mind and security that comes with financial independence.  Whatever your goals may be (retirement, college savings, or estate planning) our services provide trustworthy guidance so you can prudently work towards achievements and long-term success.

Since beginning my career, I have worked to be a credit to my profession.  I always work in a fiduciary capacity with clients.  My institutional money management experience and credentials provide a favorable backdrop that's unique in the industry.

I would certainly welcome the opportunity to visit with you to see if we can help you achieve your dreams.

Contact Us



 

Helpful Content

Your Emergency Fund: How Much Is Enough?

Your Emergency Fund: How Much Is Enough?

Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.

How Big is Money?

How Big is Money?

Learn a little about worldwide currency in this fun infographic

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

 

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

Tax Reform: Before and After

What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Immediate vs. Deferred Annuities

Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.

View all articles arrow

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

View all presentations arrow

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Rightsizing for Retirement

What does your home really cost?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Saving for College 101

Here’s a crash course on saving for college.

View all videos arrow