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Bruce Cotter, CLU, ChFC

Mailing Address:
P.O. Box 701945, San Antonio, Texas 78270

Street Address:
2611 Rim Oak, San Antonio, Texas 78232

OFFICE HOURS
Monday to Thursday 9:00am to 4:00pm
Friday 9:00am to 12 noon

Phone:
  • 210.340.4101 Toll Free: 877.200.1277
Fax:
  • 866.897.5167

Flipbooks

You can review interesting Flipbooks on my site.

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Calculators

You can review interesting calculators on my site.

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Videos

We have interesting videos for you to watch on my site.

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Guiding Individuals and Employers in
Retirement Planning

Welcome to my website. On these pages you will find information about myself and how I might be of help to you. In addition, you will find newsletter articles about different financial topics, a full gamut of calculators, e-seminars and research reports. Please "Enjoy to your hearts content"!

I concentrate on suggesting to individuals and employers, retirement plan options and investment opportunities. If you are trying to figure out what type of pension plan is appropriate for your situation I can try and help you cut through the clutter and provide suggestions/options that are available to you. 

Company pension plans come in a confusing array of names (Simple IRA, Payroll Deduction IRA, Single K, 401K, SEP-IRA, Profit Sharing, Defined Benefit, Money Purchase). It does not get any easier with Individual pension plans ( IRA, Roth IRA, 403b, non-deductible IRA). I think you get the idea. We can review your choices, find appropriate options for your situation and you choose what fits best.

Your motivation for wanting a plan is a major factor in figuring out an appropriate solution. Are you looking to:

  • Maximize tax deductions?
  • Provide a comfortable retirement?
  • Accumulate money for options in the future?
  • If a company; retain employees?

A Pension Plan gives you options. No plan, no options!

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"Good planning and hard work lead to prosperity, but hasty shortcuts lead to poverty" Proverbs 21:5

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck