Brent McCrary, CFP - Certified Financial Planner Professional

Brent McCrary, CFP - Certified Financial Planner Professional Certified Financial Planner™Professional Financial Advising Firm representing clients in Texas and Louisiana member FINRA/SIPC.

Securities and investment advisory services offered through Osaic Wealth, Inc. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Please see our website for additional disclosures: https://www.brentmccrary.com

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works ...
09/03/2026

15 years or 30? The mortgage term you choose matters more than you might think. Compare your options and see what works best for your situation.

Compare different mortgage term lengths side by side to find the option that fits your budget.

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.
09/01/2026

Women face unique challenges when planning for retirement, but it’s nothing you can’t handle. Read more now.

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.
08/30/2026

Looking for a quick read? Explore the role Money Market Funds may play in your portfolio thanks to this concise article.

Check out this brief article which explores the role Money Market Funds may play in your portfolio.

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to...
08/27/2026

Medicare doesn’t have to be a complicated topic. Here we break down the basics of Medicare, and what you need to know to qualify. Read more here:

Learn all about Medicare basics in this informative and insightful article.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
08/25/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

For a small business, the loss of a key person could cause financial hardship.
08/23/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.
08/20/2026

Does the 4% rule still work? The answer lies in your goals, time horizon and risk tolerance.

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

M0 is the total of all physical currency worldwide. What’s it look like?
08/18/2026

M0 is the total of all physical currency worldwide. What’s it look like?

Learn a little about worldwide currency in this fun infographic

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.
08/16/2026

How do you handle your estate if you have a blended family? Here are a few things you should consider. Read more.

This article will help your clients with blended families think and prepare their estate strategy.

Learn more about whether you need to pay estimated taxes.
08/13/2026

Learn more about whether you need to pay estimated taxes.

Have income that isn’t subject to tax withholding? Or insufficient withholdings? You may have to pay estimated taxes.

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3522 Paesano's Parkway, Suite 100
San Antonio, TX
78231

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