Jose Antonio Cadena
Endurance Financial Planning
Financial Advisor
Jose Antonio Cadena
Endurance Financial Planning
Financial Advisor
As a fee-only financial planner, my focus is to offer unbiased financial advice to help you achieve your life goals. - Jose Antonio Cadena
Fee-Only financial planner located in McAllen, TX, serving clients locally and across the country
Jose Antonio Cadena is a McAllen, TX fee-only financial advisor serving clients locally and across the country. Endurance Financial Planning provides comprehensive financial planning to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Jose Antonio Cadena is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
Hello, I am Jose Antonio Cadena and I am part of the Endurance Financial Planning Team. Our main office is located in McAllen, TX and we serve clients all across the Rio Grande Valley, the state, the U.S., and Mexico.
Jose is passionate about behavioral finance and has a history of financial coaching through the Dave Ramsey coaching program. Because of his experience in healthcare as a physical therapist, serving as fiduciary came naturally when he transitioned into finance. He believes in helping and educating clients to help them achieve their unique goals.
Our firm, Endurance Financial Planning (EFP), is a FEE-ONLY financial planning firm located in McAllen, TX. We established our firm to provide you with a unique and visionary approach to financial advising.
Our approach is to educate you and act as your financial coach. Together, we gather all the necessary documents and information to create your financial plan and develop an investment strategy that best suits your needs. Throughout our relationship with you, we periodically review your situation and provide you with the best recommendations possible as our goal is to provide you with a financial peace of mind.
We pride ourselves on being advisors for the current and next generation of investors. We provide our services for people of all ages and incomes. We do not require a minimum of investable assets and we customize our services to fit our clients’ specifics needs.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Specialties
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
Ideal Clients
- Retirees and Near Retirees
- Growing Families
- Business Owners and Executives
- Sudden Money Situations
- Novice Investors
Working Together
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Contact Jose Antonio Cadena
Office Locations:
-
2400 N. 10th Street
Suite B
McAllen, TX 78501
