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We Believe in Transparency

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.

Founders

Jonathan Lopez - CoFounder

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.

jonathan@truvizeplanning.com

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. 

andrew@truvizeplanning.com

Jonathan Lopez - CoFounder

Who We Work With

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.

Our Approach

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.

Launch

$499 / One Time
Our Endeavor platform without the ongoing service.

Endeavor

$149 / Month
Every journey requires the execution of a detailed plan to achieve success. Endeavor begins with a rigorous analysis of your current financial position followed by ongoing, objective advice. Endeavor branches out into every aspect of your financial livelihood.

For example, review of the benefits offered by your employer, professional 401(k) management, and access to our state of the art financial planning technology through your Personal Client Portal. Endeavor is about guiding you towards your dreams in the most efficient and transparent manner possible.

Cultivate

$299 / Month
While all the traditional aspects of a financial plan are still addressed Cultivate is designed for clients that seek access to our financial expertise and our network of professionals to pursue goals outside the nine dots.

This is the pinnacle of personalized financial service. Whether you are looking to purchase an investment property, start a business, or need guidance concerning estate taxes a partner will be your financial “quarterback”, coordinating meetings, facilitating relationships, and anything else deemed pertinent. If you can dream it, Cultivate will help you grow it.

***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.

A Few Words Concerning Insurance

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.

We Hear You

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

FAQs

What makes you different from other Financial Advisors?



Our pricing is completely transparent. There are no hidden fees. Our goal is to establish a trustworthy relationship with you, our clients.

We put your life, and your goals as our top priority, leveraging the best technology the industry has to offer to save you time while planning for your future.

Can you help me find a good attorney or tax preparer?


Absolutely. Throughout our time in the industry, we have had the privilege of establishing relationships with some of the best professionals in their specific industries.

Whether you need help with your taxes, a will, or looking to buy a home or car, we can help direct you to people who have proven to us they are not only competent but also trustworthy. We never receive a kickback or referral fee from any of these relationships, we simply want our clients to be the most successful they can be.

What is a Fiduciary?



Most clients do not know the difference between a fiduciary standard and a suitability standard. Truvize operates under a fiduciary standard.

A fiduciary has a legal and ethical obligation to put the other party's interests above their own. For a financial planner/advisor, that means helping a client make decision in his/her best interest, even if it means reduced compensation - or no compensation - for the advisor.

Under a suitability standard the advisor is only required to recommend products and investments that are "suitable" and may not be in the best interest of the client. Every client should ask their advisor if they a operating as their fiduciary.

What is your investment philosophy?



We believe history has shown that a globally diversified, low-cost portfolio based on a client’s risk tolerance gives you the best chance of success.

Active management and individual stock picking bring higher expenses, more transaction costs, and higher taxes, all of which can hurt a portfolio significantly in the long run.

Using some of the most robust risk planning software available, we work with our clients to decide on an allocation that fits their desire, willingness and need to take the risk and build a portfolio accordingly.

Once a portfolio is set we monitor it daily, rebalancing when needed, to ensure the client's risk score matches their allocation.

What is your account minimum?




$0. While we certainly work with clients that would be considered "high net worth", we founded Truvize with the principal of being able to provide the highest quality financial advice, regardless of assets.

Requiring a specific amount of assets to receive financial advice seems counterintuitive to us.

Truvize is here to help whether you are just getting started or already have a significant investment portfolio.

What do I need to have with me for our first meeting?


Click on the link below to schedule a meeting and you will receive an email containing our financial documents checklist.

Contact Us