Page 9 - Fall 2015 BCMS Purchasing & Services Directory
P. 9

 FINANCIAL SERVICES

Avid Wealth Partners
( 10K P l a t i n u m S p o n s o r )

The only financial firm that works like physicians, for physicians, to bring clarity and confidence in an age of clutter and chaos. You
deserve to be understood and well-served by a team that's committed to helping you avidly pursue the future you want, and that's our
difference.
Eric Kala CFP®, CIMA®, AEP®, CLU®, CRPS®
Founder & Wealth Management Advisor
Specializing in Investment Management and Fee-Based Financial Planning
210.446.5752
eric.kala@nm.com
avidwealthpartners.com
“Plan it. Do it. Avid Wealth”

Aspect Wealth Management
( Gold Sponsor)

We believe wealth is more than money, which is why we improve and simplify the lives of our clients, granting them greater satisfaction,

confidence and freedom to achieve more in life.

Jeffrey Allison

210-268-1530

jallison@aspectwealth.com

www.aspectwealth.com
“Get what you deserve … maximize your Social Security benefit!”

Beyond                                                                         P a g e |8
( Gold Sponsor)
Beyond is a financial technology company offering a suite of business
tools including payment processing, employee management (payroll, HR,
compliance), lending, and point-of-sale. Beyond demonstrates business
ethos with unwavering commitment and delivers results that make a difference.
Founding Member
Division Sales Director | San Antonio and Austin
Jeromé Vidlock
972.839.2423
jerome.vidlock@getbeyond.com
www.getbeyond.com
"Good enough is not nearly enough. We go Beyond!"

 Make the Services Directory your go to for all your practice’s needs
   4   5   6   7   8   9   10   11   12   13   14