How Women Can Prepare For Retirement
Are women prepared for a 20-year retirement?
How We Work
Understanding Equity Compensation
Net Unrealized Appreciation and how it affects tax responsibilities.
FIRE Retirement
This short, informative article teaches the basics of the FIRE movement.
Saving Early & Letting Time Work For You
The earlier you start pursuing financial goals, the better your outcome may be.
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.
Healthcare Costs That Catch Retirees Off Guard
An article on three healthcare costs that often catch retirees off guard.
2026 Tax Law Changes
The One Big Beautiful Bill is now law. Here's a clear breakdown of what changed, what's temporary, and what it means for you.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Exploring the Federal Student Grant Program
In this article, explore the benefits of the Federal Student Grant Program.
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...
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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...
Westley Schade
Assistant
361-232-5726
West Schade serves as an Administrative Assistant at TorOso Financial Group, where he assists with basic office operations including filing, faxing, document organization, and client follow-up. Having grown up around the financial...
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