What is a Sherpa?
A Financial Guide for the 3 Phases of Life.
Accumulation Phase: Ages 25-55
You are saving for retirement and college funds. Objective is growth and Risk Transfer. It is this phase where life insurance and disability insurance have a major role in protecting your family and business.
Preservation Phase: Ages 55-65
One begins to approach Retirement. Objective is Protecting the assets you have accumulated from both market risk and Long Term Care Health expenses. Long Term Care Insurance and Reducing Market exposure are essential in this phase of life.
Distribution Phase: Ages 62+
This phase is when you are begin to pull money from your retirement plan. Objective: to have a steady increasing income and not to run out of money. Fixed Indexed Annuities , Tax Planning and Estate planning are all essential in this final phase of life.

Take the worry out of
life with insurance protection​

Inner peace

Long Term Care

Long-term care events happen to a family, not just a person. Learn about long-term care coverage, cost of care and the benefits of planning ahead.
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Annuity couple

Annuities

‘ Will my income last for as long as I need?” Be confident knowing you’ll have protected growth for your future income and reliable monthly income for the rest of your life.
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family

Life Insurance

One of the greatest gifts you can give your loved ones is to remove some of their financial worries. The right life insurance policy means that even after you’re gone, you’ll still be protecting them.
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Hispanic couple

Medicare Benefits

When it comes to navigating the tricky web of Medicare. We have the knowledge and expertise to guide you through the system and help ensure that you maximize the benefits you earned throughout a lifetime of work.
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Want to see if you're on track?

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INSURANCE CARRIER PARTNERS

  • Aetna
  • AIG
  • Allianz Life
  • American Equity
  • American National
  • Ameritas Life
  • Assurity Life
  • Athene
  • Atlantic Coast Life
  • Fidelity & Guranty Life
  • Foresters
  • Gerber Life
  • GPM Life
  • Guggenheim
  • Lincoln Financial Group
  • Midland National
  • Mutual of Omaha
  • Nassau
  • National Life Group
  • Nationwide
  • Northwestern Life
  • North American
  • One America
  • Pacific Life
  • Prudential
  • Royal Neighbors
  • Sagicor
  • Sentinel Security Life
  • Silac Insurance Company
  • Transamerica
  • United Health Care
  • United Life

9706 Plymouth Rd Suite 600,
San Antonio, TX 78216

  • + 210-776-4600
  • 9am to 7pm CST Monday to Friday
  1. Investment advisory services offered by Jimmy Hernandez through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and American Benefits Advisor are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.
  2. Registered Investment Advisors and Investment Advisor Representatives act as fiduciaries for all of our investment management clients. We have an obligation to act in the best interests of our clients and to make full disclosure of any conflicts of interests, if any exist. Please refer to our firm brochure, the ADV 2A item 4, for additional information.
  3. Any comments regarding safe and secure products, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone. Index or fixed annuities are not designed for short term investments and may be subject to caps, restrictions, fees and surrender charges as described in the annuity contract.
  4. 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.
  5. Membership to the Million Dollar Round Table was granted for the time period of 50 years. The Million Dollar Round Table is a trade association to help insurance brokers and financial advisors establish best business practices and develop ethical and effective ways to increase client interest in financial products, specifically risk based products like life insurance, disability and long term care. Annual qualification requirements include demonstrating a set annual production requirement, agreeing to a code of ethics, and payment of annual dues, but is not based on client experience or performance. For more information regarding the Million Dollar Round Table eligibility, please see https://www.mdrt.org/join/member-requirements/. Membership in no way constitutes an endorsement from Million Dollar Round table or any client.

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