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We can help you explore your financial options and work toward reaching your financial goals in retirement.

Learn More

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While helping you develop your customized financial strategy, we will walk you step-by-step
through your retirement options to see which ones might fit best your needs and goals.

Our Process

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We are a family-owned, full-service financial firm devoted to helping retirees pursue their financial goals.

About Us



Financial Challenges & Options for Retirement

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Are your retirement funds still exposed to risk?

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Making the change from risk to protection.


Gain a clearer understanding before you buy.


Help protect and steadily grow your principal.

Gain a greater understanding of your retirement challenges – including social security benefit strategies and moving from risk to protection.

View Our Process


*Reliance Tax and Insurance is not affiliated with nor endorsed by any government agency, including the Social Security Administration.

We’re in the business of building long lasting relationships with our customers and we’ll be with you every step of the way on the road to greater financial confidence in retirement.

Dana Dunkelberger Boerne TX


Tyler Dunkelberger Helotes TX


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Boerne Office

Boerne Office

508 E San Antonio
Boerne, Texas 78006

San Antonio Office

San Antonio Office

17806 IH-10, Suite 300
San Antonio, Texas 78257

Kerrville Office

Kerrville Office

222 Sidney Baker South, Suite 350B
Kerrville, Texas 78028

We believe that in order to address the majority of financial challenges that exist today, we have to start with providing people with a simple and clear understanding of financial information and retirement options. Make more informed decisions about your retirement with Reliance.

Retirement News