Trends in Charitable Giving
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
How We Work
Making a Charitable Contribution
There are benefits and limitations when you decide to donate stock.
When Life Insurance Becomes Taxable
Life insurance proceeds are generally tax-free. But not in all cases.
Saving Early & Letting Time Work for You
See how starting early—not saving more—can be the most powerful move you make for your long-term future.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Introducing the 530A Accounts
An article explaining 530A Accounts.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
9 Facts About Retirement
Regardless of how you approach retirement, there are some things about it that might surprise you.
Making Sense Of A Home Warranty
Understanding the value of a home warranty.
Customer Service Team
Kim Torres
Receptionist - Your first point of contact — friendly, helpful, and always ready to assist
361-232-5726
A native of Bronx, New York, Kimberly moved to Corpus Christi in 2014 in order to be closer to her father and spread her wings to a new environment. Kimberly started with TorOso Financial Group in February of 2023 and although fairly...
Mauricio Prinz
Supervision Team - Helping ensure your business stays compliant and on track
361-232-5726
Mauricio Prinz joined TorOso Financial Group in July 2023 as an Advisor Relations Specialist, where he supports virtual assistants and Supervision Representatives. He is dedicated to ensuring that the advisors as well as their clients...
Read more
Stefany Schade
Owner - Leading TorOso with nearly two decades of compliance expertise and a people-first philosophy
361-232-5726
Stefany started TorOso Financial Group in January of 2009 with the goal to help people achieve financial success. Whether you are a new family and saving for a new home, or you just had a child and you want to start a college savings...