The Cycle of Investing: Understanding the cycle of investing may help you avoid any pitfalls.
Welcome, my name is Stefany Schade, owner of TorOso Financial Group, a financial services firm, headquartered in Corpus Christi, Texas. We understand that individuals face unique challenges as they begin planning their financial future. There is much to consider, and it’s not always clear where the starting line is located. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is preparing for college savings, a new home purchase, life insurance, or retirement, our personalized service focuses on your needs, wants, and financial goals and objectives.
Our professionals have years of experience in financial services and I personally supervise a large group of financial advisors across the nation. We can help you address your financial needs of today and for many years to come. We look forward to working with you through all stages of your life.Services We Offer Meet the Team Contact Us
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
The market is as unpredictable as the weather. We’d love to help you prepare.
There are four very good reasons to start investing. Do you know what they are?
Your credit score may influence how much you pay for auto and home insurance.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
If you’re thinking of leasing a new car, then you shouldn’t forget about gap insurance.
Bonds may outperform stocks one year only to have stocks rebound the next.
In the event of an unforeseen accident or illness, disability insurance may be a good way to protect your income and savings.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your capital gains tax.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Women must be ready to spend, on average, more years in retirement than men.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Investors seeking world investments can choose between global and international funds. What's the difference?
You’ve made investments your whole life. Work with us to help make the most of them.
If you died, what would happen to your email archives, social profiles and online accounts?