Reliance Retirement Services
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Our Process

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Helping you achieve goals through the ultimate asset:
​peace of mind.
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Step One:
Discovery Process

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While planning for retirement can often feel like an overwhelming task, we are here to make it as simple and transparent as possible. We start this process by creating an overview of your current financial picture, taking into consideration your individual goals and expenses, and then implementing an attainable plan that works for you and your family to get you to that end goal - an enjoyable retirement. ​
Get Started
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Step Two:
Retirement Planning

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​Whether you are 20 years away from that never-ending vacation or so close that you can see it on the horizon, we are here to help ensure that you have all of the tools necessary for the successful and enjoyable retirement that you have worked so hard for. By discovering what assets you already own, what particular objectives you have in mind, and the timeline in which you would like to retire, we will help you hand-pick accounts and products that will help make this vision a reality. We understand that retirement does not have one mold to fit every retiree, this is why we cater our retirement strategies to each one of our clients' individual needs and goals. With straight-forward advice and a variety of financial products to fit your needs, we are here to help you retire and stay retired. 

Step Three:
Receive Never-Ending Support

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We understand that goals can change as life changes, and becoming a client of Reliance Retirement Services is only the beginning of our time together. We take pride in the relationships that we build with our clients year after year. From the first interaction to years down the line, you will hear from us monthly as we inform you of upcoming events, current financial news, and much more. Our goal is never just to sell you a product; it is to build a sincere and long-term relationship, with educational events and access to us whenever you need it along the way. 
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Tel: 210-255-3040
Fax: 1-800-878-6163
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Hours: Monday-Thursday 9:00 AM to 5:00 PM 
Friday 9:00 AM to 12:00 PM
Meetings by Appointment Only​
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Home Office

6827 Camp Bullis Rd
Suite 402
​San Antonio, TX 78256

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​By contacting Dana Dunkelberger, TX License #1490984, Tyler Dunkelberger, TX License #1977049/Reliance Retirement Services, TX License #2265020 you may be offered information regarding the purchase of insurance products, including fixed index annuities and life. NO products will be sold at the event and there is no obligation to make a follow-up appointment. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Reliance Retirement Services and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Gibbs Wealth Management, a Registered Investment Advisor in the State of Texas. The presence of this website shall in no way be construed or interpreted as a solicitation to sell or offer to sell advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted. All written content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Images and photographs are included for the sole purpose of visually enhancing the website. None of them are photographs of current or former clients. They should not be construed as an endorsement or testimonial from any of the persons in the photograph.
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  • Home
  • Meet Our Team
  • Our Process
  • Contact Us