Our Services

Young, Knight & Oberholtzer has been offering Investment and Insurance solutions for over 65 years in San Antonio and South Texas. 

Description of services offered:

 

 

For Individuals and Families:

  • Wealth Management
  • Retirement Planning
  • Financial Planning
  • Long-Term Care planning
  • Disability Income Insurance
  • Tax Reduction Strategies
  • College Savings Plans
  

For Businesses:

  • Retirement Plans (401K, 403B & Small-business plans)
  • Key-Person Executive Benefits
  • Deferred Compensation
  • Salary Deferral