Tuyyo Planning Group, LLC

Photo of Tuyyo Planning Group, LLC

Located in Houston, Texas

Address: 13317 Perthshire St, Austin, TX 78729, United States

Phone: +1 512-522-0201

Rating: 5

Services

  • Online appointments
  • Language assistance
  • Wheelchair-accessible car park
  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Gender-neutral toilets
  • Toilets
  • LGBTQ+ friendly
  • Appointment required
  • Appointments recommended

Categories

  • Investment service
  • Financial consultant
  • Financial institution
  • Investment company
  • Financial planner

Photos

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Comments

  • Review 1 (2024-12-31 - Rating: 5)

    We became one of the first clients of Tuyyo Planning Group. The first review of our financial status was an eye opening experience. The huge sense of relief that I felt at that moment was amazing. Not only he showed us we were in a good place…..he continuous to help us make financial decisions, ensuring our future will be even better. We have learned so much from Luis. I now take time to advise young friends to get a good fiduciary financial advisor to evaluate their current financial status and plan their retirement expectations! Don’t wait when you are close to retirement to do it. With his advise you can make better decisions and even be ready for a great early retirement.

  • Review 2 (2025-01-04 - Rating: 5)

    My wife and I have been clients of Tuyyo Planning Group since 2019. During that time Luis Guardia, and more recently in collaboration with his colleague Brendan Pheasant, have guided us through periods of our final years of accumulating assets for retirement, of transitioning from working to being retired, of now managing those assets in retirement, and of planning for what may lie ahead as we age. Throughout each of these phases of our relationship, Tuyyo has shown great care in ensuring that they understood and addressed our personal concerns and goals regarding our investment portfolio. Their approach to investment management is thoughtful, studious, and disciplined (even when my own inclinations may have been none of those). Additionally, we have found their customer service to be everything we could have hoped for, always courteous and timely in response to our needs. We look forward to our association with Tuyyo Planning Group continuing for many years to come.

  • Review 3 (2021-09-27 - Rating: 5)

    We were relieved to meet Luis while searching for a fiduciary.Most of the other folks we interviewed didnt seem to listen to our questions and spoke above and around us. Luis asks us the questions and he genuinely listens. He is also thorough with his responses to our questions. We feel comfortable speaking with Luis, he has not pushed any products or services. He is prompt in returning emails and phone calls.His streamlined approach to organization and consolidation is efficient. We enjoy and appreciate the short videos he produces in response to some of our questions. We have implemented most of Luiss recommendations over the past few months and are pleased with his guidance, experience and expertise. We would recommend Luis for anyone that is looking to optimize their financial goals.

  • Review 4 (2023-01-12 - Rating: 5)

    Luis is a stand up guy. He exemplifies an abundance mind set, although I connected with him and wanted to work with him, he recommended that I reach out to some other contacts (that he gave me) that would better fit my needs. He is a very wise man that has a hugely beneficial philosophy on life. Schedule a consultation and you won’t regret it: whether you go with him or not you will leave the meeting smarter, happier, and ready to take on life. Thank you Luis, keep being excellent!

  • Review 5 (2021-01-30 - Rating: 5)

    I reached out to Tuyyo Planning Group to inquire about financial planning services - weve never done this before and had no idea what to expect. Luis took the time to meet with us virtually and guided us toward some big quick wins for our financial situation that we hadnt considered before. Luis is responsive, professional, and knows his stuff! He also uses great planning software that clients have access to.Luis truly cares about his clients and that was obvious from the start. It felt more like meeting with a friendly neighbor than a financial planner. We would absolutely trust our finances to Tuyyo Planning Group. Highly recommended!!!!

  • Review 6 (2023-04-19 - Rating: 5)

    Weve been working with Luis for a couple of years now. We consider his knowledge, advice, and proactiveness to be worth every penny we pay for it. In our first year, hed already saved us enough money that even after paying him, we were coming out ahead. He also spotted a minor goof made by our tax guy that could have snowballed and come back to bite us if it had gone unnoticed until retirement. Best of all, Luis genuinely listens, and understands that the role of money is not just to gather more of it, but that its best use is to support your true goals and values.

  • Review 7 (2021-02-13 - Rating: 5)

    I enjoyed my meeting with Luis, because he was friendly and helped me relax while he listened intently as I described some sensitive personal financial issues. He then offered knowledgeable and helpful and very professional advice for my situation, especially regarding Social Security issues. He also offered pointers for my young son, who just turned 21, starting out in life for which Luis offered some excellent solid, bedrock advice and some great financial tools to help build this young mans future. Luis also was able to refer me to a wonderful, very professional knowledgeable and helpful tax advisor. I strongly recommend Luis to anyone who needs any form or category of financial advice, big or small, he makes time for everyone and in a very friendly (not-about-the-fee money-way).

  • Review 8 (2022-02-18 - Rating: 5)

    Luis is an exceptional financial planner who has be pivotal for our retirement planning and financial goals. Luis is extremely knowledgeable and does an excellent job of educating us on opportunities and helping to walk us through the decision making process. I cannot stress enough my recommendation to at the very least request an introduction with Luis if you are exploring a financial planner for you and/or your family.

  • Review 9 (2024-04-09 - Rating: 5)

    I contacted Tuyyo Planning Group with some questions about retirement account rollovers and spoke with Luis. Not only was he incredibly responsive but he went above and beyond by providing advice for a few tax-related factors I had not considered. Prompt, courteous, and knowledgeable!

  • Review 10 (2021-05-01 - Rating: 5)

    Luis is a responsive, empathetic, and realistic financial planner. My previous financial planner was focused solely on investment advice, but I needed someone to help me create a budget, reduce my debt, and invest in sustainable and affordable funds. Not only did Luis help me accomplish these things, he also educated me about bull and bear markets and overall investments. I highly recommend Tuyyo Planning Group.

  • Review 11 (2020-10-16 - Rating: 5)

    My husband and I reached out to Luis recently to talk about the CARES act and rolling my 403(b) into an IRA after I lost my job due to COVID-19. He contacted us about an hour after we reached out and was available to give us some advice that same day. I felt immediately at ease with Luis as he was trustworthy, informational and demonstrated real care and concern for us. He even walked me through some of the forms I needed to complete and the next steps we should take. Im excited to work with Luis in the future once our financial situation improves and he will be the first person I recommend to my friends and family!--Jessica (Austin, TX)

  • Review 12 (2021-05-07 - Rating: 5)

    After working with a few Financial planners in the past I can tell you Luis is so far above the usual it has amazed us. He took a thorough view of our financial positions and made smart and calculated suggestions. He took the time to get to know us and then explained where we were falling short of our goals and made suggestions to redirect us to be successful. We have never been happier with a financial planner.

  • Review 13 (2019-11-07 - Rating: 5)

    If you are looking for a financial planner, I highly recommend Luis. He is very thorough, organized, and great to work with. He offers a total comprehensive plan that not only deals with retirement and investments but also does comprehensive insurance analysis to make sure you, your vechilce and home insurance are adequate for your needs. He also offers review of your legal documents, i.e., Last Will and Testament, Durable Power of Attorney, Medical Power of Attorney, etc. Hes a good listener and takes to heart your wishes /desires. You will not regret utilizing his services! Submitted by Armando & Celinda Martinez, clients.

  • Review 14 (2022-09-07 - Rating: 5)

    Luis provided me with so much valuable information. Not only is Luis extremely knowledgeable and good at what he does, he is a genuine and integrity driven advisor. I can’t recommend his services enough.

  • Review 15 (2023-12-05 - Rating: 5)

    Quick response time, friendly and full of education to help get you on track. Thanks again!

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