Miguel Gomez, CFP® Lauterbach Financial Advisors

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About Miguel Gomez, CFP®

Hi!
I’m Miguel Gomez.
I believe that the traditional idea of retirement (working through your mid sixties so you can “enjoy life” in your final years) is outdated.
I believe that life is to be enjoyed all along, and that money is a tool to help you do that and more.
However, there’s a problem that prevents a lot of people to enjoy life to the fullest: Misalignment.
Misalignment between your values and how you live.
Misalignment between what you dream about and how you use your money.
My job is to help you clear that misalignment and help you live financially confident. Because, at the end, it’s not about how much you make or save, it’s about doing what matters most to you with it.

Who benefits the most from my services?
-People that have substantial income and that are ready to make the best use of it, now and in the future.
-People that are looking for a partner in their financial success: They’re doing great and realize that professional help with their money will give them more peace of mind and time to do more of what matters most to them.
-People that have already “checked” the typical boxes on financial planning (maxing out on 401k contributions, having an emergency fund, paying off their mortgage quickly, etc) and are wondering what’s next on their financial picture.

If this sounds like you, I’d love to help.

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Ideal Clients

  • Business Owners
  • Entrepreneurs
  • Gen X
  • Hispanic
  • Young Professionals

Ways Advisor Charges

  • Quarterly Fee
  • Assets Under Management

Fee Options

  • AUM: 1.25% (for the first $500,000)
  • Fixed fee: Starts at $1,250/Quarter (with one year commitment)

SEC Records

States Registered

  • Texas

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