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Concrete Wall

Everyone Needs Financial Literacy Education

CONTACT ME TO MAKE YOUR APPOINTMENT

Concrete Wall

Start 2024 Off Right

BY BREAKING THE SILENCE AROUND MONEY

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SERVING MY COMMUNITY SINCE 1984

Helping you navigate life's financial milestones, one step at a time.

Image by Christin Hume

It is time for your
Life Checkup

SCHEDULE YOUR VIRTUAL APPOINTMENT

Life Insurance can work as a college funding tool!

CONTACT US FOR MORE INFORMATION

Meeting

The Wheel of Balanced Finacial Life

CONTACT ME TO DISCUSS

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About

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Hi, my name is Elsa Colmenero. I am a financial agent with 35 years of experience in retirement planning, budget planning, and tax preparation.

 

I specialize in helping individuals, families, education professionals, para professionals, and non-profit organization employees.

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I take pride in navigating my clients through every stage in life.

Whether you reside in El Paso, another Texas city, or another state, my goal is to help lead you to a stable retirement plan, and financial well-being for you and your family.

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It’s more than just advising for me; it’s all about the relationships I get to build with people like you!

 

Begin your financial journey with me by your side today!

Se habla español.

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Testimonial

I have worked with Elsa Colmenero for the past 35 years, she helped me manage my retirement accounts throughout this whole time.  And now she is making sure that I have a steady income stream for life, an income I cannot outlive.  She has been available whenever I call or email her, I can honestly say I feel safe knowing she is taking care of my retirement.

— Sally Upchurch

Psalm

My Future is in Your Hands
PSALM 31:15

Services
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Services

Tax Services

I am equipped to prepare all types of federal and state returns. This encompasses 1040s, partnerships, corporate, estate, and non-profit returns. Free consultation is available. I strive to educate each person on all eligible deductions that they qualify for. I keep you up to date on all current tax laws and rules. I also prepare amended returns as the IRS allows you to amend a return for the previous 3 years. With me by your side, you have 28 years of expertise you can rely on.

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Tax Services

Retirement

I offer 35 years of experience to help you navigate through the many plans and companies that are available in choosing the right retirement plan that fits you and your family's financial needs.

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Retirement

Legacy

My goal is to take care of my clients’ retirement income stream, and assist in providing financial stability for all future generations in your family.

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Legacy

Notary Public

I have been commissioned for the State of Texas for over 15 years. Our service helps prevent fraud by attesting a person actually signed a document(s). From Wills to Quick Claim Deed and many more documents, I provide expertise you can trust.

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Notary Public

Life Insurance

I offer a variety of companies to choose from that will insure you and your family for unexpected emergencies. These plans provide a very important benefit called “Living Rider Benefits.”⎼ Life insurance proceeds are tax free.

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Life Insurance

Pension

My office works with state, federal pensions, and out-of-state pensions. I also help self-employed individuals start their pension with a guaranteed income stream for life.

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Pension

You and your family will go through many different stages of life. Let me help you build a solid financial foundation.

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Resources

Resources

IRS

The Internal Revenue Service is the nation's tax collection agency and administers the Internal Revenue Code enacted by Congress.

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National Life Group

National Life Group® is a trade name representing a diversified family of financial services companies offering life insurance, annuity and investment products. 

Liberty Bankers

60-year history of helping families like yours find financial peace of mind

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F is for Finance

YouTube Channel

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TeacherTalk

YouTube Channel

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2022

Gift Taxes

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Community Announcements

HAPPY NEW YEAR!
In 2025 I will be having Client Apprecition nights along with a financial presentation. PLEASE PROVIDE YOUR EMAIL AND PHONE NUMBER to receive notification of day and time!!!

 

  •  ï»¿Update Beneficiary Information

  • Schedule your virtual or face to face review of accounts

  • Update your email and phone number

  • Review your W4 for 2025 withholding

  • Do you have a Will, Power of Attorney, and Medical Power of Attorney

  • Build your emergency fund
     

Have a prosperous New Year!!!

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NASDAQ

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I am a proud member of Pension Planners of West Texas, where I got my start in 1984.

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