OUR COMPANY VALUES

For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
People Matter – For those who are looking for financial advice, we realize the available options are many and deciding who to work with is a challenging problem. Listed below are our Company Values which we hope will give you a better understanding of how we operate.
Integrity Matters – We believe that integrity and truth matter. We believe we need to conduct our business in such a way that we are “above reproach”. We believe suitability and ethical practices come from placing a high value on other people and their needs before our own.
Communication Matters – We believe that communication with our client partners builds and maintains the trust that is necessary for business relationships to reach their full potential. We believe that our client partners deserve the type of communication that is frequent, timely, truthful, & relevant.
Service Matters – We believe that good service is practical and that great service is necessary in the pursuit of business excellence. We will pursue perfection and in so doing “catch a little excellence along the way.” (Vince Lombardi)

OUR MISSION

Is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.
Retirement assets can be exposed to four major financial risks:
Market Risk
Withdrawal Rate Risk
Longevity Risk
Medical Expenses/ Long-Term Care Expenses
Tax Risk
We can help reduce these risks through a wide range of services, including:
RETIREMENT PLANNING
INSURANCE REVIEWS
MONEY MANAGEMENT
TAX PLANNING
LIFE INSURANCE
EMPLOYEE BENEFITS
INVESTMENT STRATEGIES
ANNUITIES
ESTATE PLANNING
LONG-TERM CARE
INCOME STRATEGIES
FEDERAL RETIREMENT
401K MANAGEMENT
SOCIAL SECURITY OPTIMIZATION

MATT MCINTOSH, CFP®

It’s your retirement, you should have control over it. We offer our experience and knowledge to help you design a custom strategy for financial independence.
We specialize in providing strategies and guidance for those that are seeking to enjoy their lifestyle in retirement. We understand how hard it is to earn and save money. We want to help you make sure your hard earned capital works as hard and as smart for you as you did earning it. Like many people, your retirement may last 30 years or longer and you simply cannot afford to make mistakes with your retirement funds. Mistakes at this stage can significantly change your lifestyle and vision of how you spend your leisure years. We have helped individuals and couples, at all economic levels, to achieve their financial and long-term goals and helped them live their dream retirement. Your future self will thank you for taking the time to plan and prepare.
We’re hopeful for an opportunity to discuss your retirement strategy so you can learn firsthand how we can impact your financial life. There is no cost or obligation when talking with us by phone, Zoom or meeting to discuss your unique circumstances and retirement goals. We look forward to working with you soon and believe that we can provide strategies that will reduce financial stress in order to help you live your dream retirement.

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832.286.3596 • ToreroFinancial.com
635 West 19th Street Suite 260
Houston, Texas 77008
Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Torero Financial LLC are independent of each other. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents. The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives.