It’s time for the financial industry to begin putting the client’s interests above their own.
Done are the days of defining a client's worth based upon the amount of income they earn, the businesses they own, or worse yet, the amount of money they have to invest.
Truvize is defined by one fundamental principle, Transparency.
Jonathan is a founding partner of Truvize. Nothing is more important to him than his faith in Jesus Christ, his family, and his friends. He is a firm believer in the adage, “work to live, don’t live to work.”
He is happily married to his beautiful wife Fallon. They both love to travel, eat good food and attend various sporting events.
Over the past few years, Jonathan has also become an avid golfer and continues to try to convert as many of his friends as possible over to the sport.
Prior to founding Truvize, Jonathan spent the first seven years of his career working for traditional financial services companies. Over the course of that time, it became clear to him there is a desperate need in the industry for objective, fiduciary advice. With Truvize, his ultimate goal is to change the way people think about financial planning. To be viewed as a true, objective advisor, with only the success of his clients as the basis for every recommended strategy. The knowledge and experience he has accumulated through working on hundreds of individual financial plans, each with their own intricacies, will provide his clients the expertise necessary to accomplish their financial goals.
Drew is a founding partner of Truvize. He believes that how a person chooses to define themselves effects every decision that they make. His desire is to be defined by His relationship with Jesus Christ.
As a family man Drew spends the majority of his time with his beautiful wife Sammie and his two children Taylor and Jackson. They are his greatest investment and he hopes to instill in each of them the same love that Christ has shown him.
Drew has been a financial planner since 2009 and has spent his career servicing clients with a wide range of goals. He has always believed that a financial plan is the key to a client realizing success. In the midst of his career he began to identify a major area of concern within the traditional financial services model, conflict of interest.
And so, he founded Truvize with his partner and co-visionary Jonathan Lopez. Truvize is what clients truly need. Transparent, holistic, objective financial advice.
We work with people from all walks of life.
We believe the quality of service you receive should not be based on your income, your net worth, or your ability to purchase a financial product.
What do YOU want to do with YOUR money? This can be our focus, because our compensation model is not based on the products you purchase or the investments we manage.
We believe that the best approach to providing our clients sound financial advice is through a comprehensive financial plan. We understand that every client has different goals and these goals will have varying levels of complexity.
Our pricing model directly correlates to the amount of time it will take us to execute and maintain your financial plan.
***Truvize has built a robust financial planning model that includes initial and ongoing services. Not all of these services are mentioned above. Please schedule a free 30 minute consultation for more details.
Truvize believes that insurance is an important part of a sound financial plan, but too often, it is oversold. Insurance is a solution, not the only solution.
We have seen countless examples of insurance products being sold for the benefit of the agent and not in the best interest of the client.
We have put into place several safeguards to ensure that our insurance recommendations are in the best interest of our clients.
Address:
11323 Rojas Drive
Building A, Suite A-3
El Paso, TX 79936
Phone Numbers:
Office: 915 502 0096
Fax: 915 975 8029
Contact Email:
info@truvizeplanning.com
Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC.
The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, IA, IL, IN, GA, MO, NM, TX, VA.
