Our Clients
210-735-4000
8000 IH 10 West, Suite 1500
San Antonio, Texas 78230
How may we serve you?
SENSUS Wealth is dedicated to transforming wealth management for the benefit of investors by serving clients with a common sense approach. In addition to our value and experience, we employ the most advanced technology available within the industry to provide and monitor solutions to life’s planning issues now and in the future!
Ranchers & Farmers
1. Owner or employed? If both, refer to Footnote*
2. Owners subject to all Business Owner considerations.
Unique Concerns:
3. Seasonal conditions and effects on month-to-month cash flow.
4. Profit and loss month-to-month, year-to-year, even decade-to-decade and estimates of debt limits, etc. Seek information from three years of tax returns.
5. Other Considerations
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a. Property Taxes, etc.
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b. Mineral Rights
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c. Regulatory Laws
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d. Federal subsidies and Tax benefits
Upon gathering and analyzing the above data, we then creatively seek a customized solution tailored to the goals and objectives of our clients using our GAIN strategy.