4LIFE Wealth Advisors

Financial planning and investment advice for entrepreneurs, executives and pre-retirees through retirement.


Wealth Enhancement

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Wealth Enhancement

Investment Management
Transition Planning
Retirement Planning
College Planning
Tax Planning


Wealth Transfer

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Wealth Transfer

Wills
Trust
Legacy Building
Beneficiary & Executor Review
Charitable Giving


Wealth Protection

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Wealth Protection

Life Insurance
Long-Term Care
Disability
Helath Care
Umbrella Liability

We have built a team and created a process to put all the pieces of your financial puzzle together, providing you the freedom to focus on what matters most.

What We Do?

Investment Management

We create customized investment portfolios designed to help you achieve your goals.

Investment Strategies

We implement tax efficient strategies focused on turning your wealth into an income stream.

Retirement Planning

Our financial planning process allows you to set goals in order to inform savings and investments decisions that ensure a comfortable retirement.

Tax Planning

We organize your holistic financial picture in order to minimize tax liability in the present and future.

Business Planning | Exits

Our history of working with successful business owners has given us the experience to guide key decisions and maximize financial outcomes.

College Planning

We optimize savings strategies in order to put your children on a successful educational path.

Insurance Review

We believe insurance is a key tool to safeguard our clients from catastrophic loss. We make sure you are protected.

Estate Planning

Estate planning provides peace of mind by ensuring your assets are distributed according to your wishes while minimizing taxes.

Charitable Giving

We help you implement charitable giving strategies that maximize your intended impact while minimizing taxes.

Our experience has taught us that one size does not fit all. We understand the specialized needs of the clients that we serve and create tailored plans to help them achieve their financial goals.

Who We Serve?

With over 90 years of combined expertise, we are here to help with all your needs.

Who We Are?

Rodney Horelka Bio

Senior Financial Advisor
Partner

Eric Lane Bio

Senior Wealth Advisor
Partner

Julie Rivas Bio

Chief Operating Officer
Director of Marketing

Victoria Martinez Bio

Associate Financial Advisor

Chaston Horelka

Client Services Associate
Analyst

Gavin Baker

Client Services Associate
Operations

Karlee Hons

Client Services Assistant

If you have gotten this far, you most likely have questions that we can help answer.
Contact us for a consultation.

Contact Us

New Braunfels

162 W. Mill St.
New Braunfels, TX 78130

Phone: (830) 837-5264 Call
Fax: (830) 541-7277
Email: info@4lifewa.com

Monday-Friday: By Appointment Only
Saturday: Closed
Sunday: Closed

Directions
Victoria

3402 John Stockbauer Dr.
Victoria, TX 77901

Phone: (361) 233-0087 Call
Fax: (830) 541-7277
Email: info@4lifewa.com

Monday-Friday: By Appointment Only
Saturday: Closed
Sunday: Closed

Directions