Fighting the Good Fight For Good People

We’re Cornermen. A boutique financial services firm specializing in personalized financial life planning, retirement planning and strategic investments based out of San Antonio, Texas. We fight for your success and we never throw in the towel.


A Cornerman, or Cornerwoman, is your guide and your coach. Their role is to impart onto you the wisdom, know-how and sense to find victories. But this isn’t a website for boxers. In our world, the ring is the economy and the fight is for your financial success.

Our Process

Find power in planning

see the full process


Define suc·cess /səkˈses/

Establish and define the client/partner relationship and its objectives.


Gather the data

A deep dive into your personal finances, spending habits and financial goals.


Formulate The Plan

The Cornermen team maps out and constructs a personalized financial blueprint for you.


It’s alive!

Ding! Ding! We present you with your own unique financial blueprint and journey itinerary.


The Decision

Your plan is yours. Now you decide whether or not you’d like us to execute it on your behalf.


Earn Happily Ever After

Cornermen monitors and manages your plan and investment portfolio for years to come.

Who we are

We’re a nimble team with a diverse set of backgrounds and skillsets who share a singular philosophy on financial planning.


Learn to earn

At Cornermen, we are rooted in education. Financial literacy is of the utmost importance to us. We offer retirement planning courses as an act of good faith through our non-profit, The Financial Education Institute. For more information and to register for a class, click the navigation button below!

Learn More


Step into the ring

If you’re ready to take the next step in your financial journey, now is your moment. Reach out! Together we’ll take the title!

Contact Us

Cornermen Financial is independently owned & operated. Cornermen Financial is not a registered financial services company. Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Advisors are registered with Sequent Planning as independent contractors and not employees of Sequent. Futurity First insurance Group (FFIG) and Sequent Planning are wholly owned subsidiaries of Senior Market Sales (SMS). Insurance products, Legal, Tax and Accounting advice are not offered through Sequent Planning. This site is published for residents of the United States only. Sequent Advisors may only conduct business with residents of the states and/or jurisdictions in which they are properly registered. Not all of the products and services referenced on this site may be available in every state and through every Advisor listed. For additional information please contact the Advisor(s) listed on the site. Additional information about Sequent Planning and our Advisors is also available online at or You can view our firm's information on these websites by searching for Sequent Planning or by our firm CRD number 160381