Our mission is to elevate our clients' financial well-being. "Levanta" is a Spanish verb that translates to "rise" or "lift" in English.
It conveys a sense of upward movement, progress, and elevation. In the context of Levanta Wealth Strategies, the name suggests the company's mission to uplift and elevate their clients' financial well-being, helping them rise to new heights of success and prosperity. We are a financial services practice that specializes in holistic financial planning, taking into account all aspects of an individu
Too many money goals and not sure where to start? 🌀
Here’s how to break it down and move forward with clarity 💡💰
Compound interest = your money making more money 💸
Start early, stay consistent, and watch it grow 🌱
Let’s put your money to work!
Your mindset matters more than your math 🧠💸
Want less stress and more confidence with money? Start here.
Life insurance = love + protection 💛
It’s not just for the wealthy — it’s for anyone who wants to take care of their people.
Let’s make it part of your plan 💼✨
Still have an old 401(k) from a past job?👀
It might be time to roll it over!
More control, fewer fees, and easier to manage.
Let’s make your money work smarter💼✨️
Got accounts but no real plan?
A financial plan ties it all together — so your money actually works toward your goals
Let’s turn that mix of accounts into a clear path forward.
**New year, new business partner incoming** 👤🖋📃
We’re excited to announce that a new business partner will soon be joining Levanta Wealth Strategies! With 11 years of experience in the financial industry, full FINRA licensing, exceptional people skills, and strong connections in the Latino market network in DFW, they’re the perfect addition to our team. Stay tuned as we continue to grow and serve our clients with excellence!
07/09/2024
**Questions I Get Asked All The Time** 👀🤔
What is Estate Planning? And why do I need it? ❓🙋
Estate planning is the process of arranging for the management and disposal of a person's estate during their life and after death. It involves creating legal documents, such as wills, trusts, powers of attorney, and advance healthcare directives, to ensure that an individual's wishes regarding the distribution of assets, care of dependents, and healthcare decisions are carried out. 🤓👨💼
Effective estate planning can help you avoid probate, prevent family disputes, and ensure the well-being of your loved ones. You don't need to wait until you're wealthy to start planning. Let's connect and discuss your estate planning needs.
06/18/2024
Working with an advisor helps our clients choose their goals, create a plan to achieve them, and have the accountability to follow through with the plan. 👨💼📈Financial Planning helps create and preserve generational wealth and allows families to impact the future generation. This is how the Rockefellers did it. The first consultation is free, and we can chat in English, Spanish, or Spanglish. Send me an email and let's find some time to talk.