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
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Protecting Your Business from the Loss of a Key Person
Business owners may be able to protect themselves from the financial consequences of losing a key employee.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
There are things about Social Security that might surprise you.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator demonstrates the power of compound interest.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
Agent Jane Bond is on the case, cracking the code on bonds.
Learn how to harness the power of compound interest for your investments.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
When do you need a will? The answer is easy: Right Now.
That big list of dreams and goals isn't the only way to look at your bucket list.