Jonathan Soto Financial Services & Associates

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Jonathan Soto Financial Services & Associates Jonathan Soto is licensed to sell insurance products in the States of Texas and Colorado. I am not licensed in all jurisdictions.

I provide total financial needs analysis through a network of experienced professionals with detailed knowledge in: retirement income solutions, estate strategies, employee benefit and retention services, business continuation strategies, and trust services. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current, and more importantly, future needs.

Whether you’re growing a business, planning for succession, or building wealth alongside your professional goals, creati...
10/13/2026

Whether you’re growing a business, planning for succession, or building wealth alongside your professional goals, creating a financial strategy can help you stay prepared for what’s next. Let's connect.

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a f...
10/12/2026

As we head toward year-end, many families are thinking about how they’d like to give back. Whether you’re supporting a favorite charity or exploring new ways to make an impact, it may be worth considering how charitable giving can fit into your overall financial strategy. Let’s connect and discuss your goals.

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-ter...
10/05/2026

Small businesses thrive because of the people behind them. Offering benefits, financial wellness resources, and long-term planning support can help strengthen employee loyalty and engagement.

Let’s explore opportunities for your team.

Protect your business and shape your future. I can help.
09/28/2026

Protect your business and shape your future. I can help.

La herencia hispana nace de muchas raíces, pero florece en valores compartidos. Este mes, celebramos la cultura, la fuer...
09/15/2026

La herencia hispana nace de muchas raíces, pero florece en valores compartidos. Este mes, celebramos la cultura, la fuerza y el espíritu que nos unen.

En homenaje a la independencia, la cultura y el orgullo de Guatemala, El Salvador, Honduras, Nicaragua y Costa Rica, hoy...
09/15/2026

En homenaje a la independencia, la cultura y el orgullo de Guatemala, El Salvador, Honduras, Nicaragua y Costa Rica, hoy celebramos la fortaleza y el espíritu de Centroamérica.

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intent...
09/14/2026

As we approach the season of giving, charitable planning can look different for everyone, but one common theme is intentionality. That can include thinking
about timing, types of assets, and how giving can strategically fit into an overall
financial picture. Curious about what giving options could work for you? Let’s talk.

September is Life Insurance Awareness Month — a reminder that for business owners, life insurance can help protect more ...
09/14/2026

September is Life Insurance Awareness Month — a reminder that for business
owners, life insurance can help protect more than just loved ones. It can also play a role in supporting business continuity, succession planning, and financial stability if the unexpected happens. Let’s connect.

Planning for the unexpected is about love, not fear. Schedule a quick check-in to help protect your family and the futur...
09/08/2026

Planning for the unexpected is about love, not fear. Schedule a quick check-in to help protect your family and the future you’re building together.

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Co...
08/24/2026

When a business is part of the picture, trust planning can help balance family needs with long‑term continuity goals. Coordinating with legal and tax advisors can help create a structure that supports both.

Let’s connect and discuss first steps.

Address

317 Grace Lane, Suite 250
Austin, TX
78746

Opening Hours

Monday 8am - 6pm
Tuesday 8am - 6pm
Wednesday 8am - 6pm
Thursday 8am - 6pm
Friday 8am - 6pm

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