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
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Insuring Your Second Home
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
If you find it hard to attain personal life goals, there’s an app for that!
The item most homeowners forget on their home improvement project checklist is insurance.
A look inside the U.S. government's statistics on household net worth.
Military families face unique challenges, making personal finance even more critical.
Gaining a better understanding of municipal bonds makes more sense than ever.
Protect yourself against the damage that your homeowners policy doesn’t cover.
This calculator demonstrates the power of compound interest.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Determine if you are eligible to contribute to a traditional or Roth IRA.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Use this calculator to compare the future value of investments with different tax consequences.
Estimate your monthly and annual income from various IRA types.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Around the country, attitudes about retirement are shifting.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.