Understanding Today’s Financial Environment
Welcome and thanks for visiting our website. We are Albert & Alexandra Cavazos, the father-daughter team of Wealth Advisors at AC Financial.
We understand the challenges you face in trying to organize and manage your personal finances. With over 35 years of combined 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 as you strive to gain the confidence and stability 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 of our careers, we have worked to be a credit to our profession. We strive to uphold a fiduciary standard with our clients. Our institutional money management experience and credentials provide a favorable backdrop that's desired in the industry.
We would certainly welcome the opportunity to visit with you to see if we can help you pursue your dreams.Contact Us
Smart investing doesn’t have to be complicated investing. Understanding strategies may help you avoid common pitfalls.Learn More
Where will your retirement money come from? A sound approach involves closely looking at potential retirement-income sources.Learn More
A sound insurance program can help protect your family from the financial consequences of unexpected events.Learn More
View all our educational videosLearn More
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
What your life will look like after you leave work.
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Learn all about Medicare basics in this informative and insightful article.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Gaining a better understanding of municipal bonds makes more sense than ever.
Probate can be a completely public process, or it can be managed to include as little information as possible.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to better see the potential impact of compound interest on an asset.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Imagine your ideal post-pandemic retirement with this animated video.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
How will you weather the ups and downs of the business cycle?
Learn about the advantages of Business Owner Policies with this highly educational and fun animated video.