Experience Matters
When you need financial guidance, look to the professionals who have dedicated their lives to helping generations of clients pursue their goals. At Texas Financial & Retirement, we offer a tailored financial approach, personal service and custom designed strategies to lead you toward the relaxing retirement of your dreams.
Meet James Holloway Sr.
Partner | Investment Adviser Representative
I want to welcome you to Texas Financial & Retirement. Our company's goal is to serve as the financial and consumer advocate for Texas retirees and pre-retirees. For more than 25 years I have worked to help my clients define and achieve their retirement goals and dreams. Together with my team, we are ready to help you pursue your long-term financial goals.
The path to your ideal retirement starts with 3 easy steps:
Step 1
Identify Your
Goals.
We’ll learn what’s most important to you and review your current financial situation.
Step 2
Assess Your Financial Resources.
We’ll review your current portfolio and determine how much money you need to live comfortably in retirement.
Step 3
Take Action on Your Personal Plan.
We’ll help you implement a strategy that reflects your goals — and keeps you on track.
INSTANT DOWNLOAD
Are you paying too much in taxes in retirement?
This 8-page guide was created for you to better understand how taxes could affect your retirement income, including:
- The different types of retirement accounts
- Why tax laws are ever-changing
- Options for tax deductions in retirement
Neither the firm nor its agents may give tax advice. Individuals are encouraged to consult with a qualified professional before making any decisions about their personal situation."
INSTANT DOWNLOAD
Get Your Retirement Income Planning Booklet Today
Gain instant access to Texas Financial & Retirement's library of financial guides to help you navigate your retirement. Free guide topics include:
- Are You Paying Too Much In Taxes In Retirement?
- Will Your Money Last As Long As You Do?
- Social Security Decisions
Need more info? Attend a live event
Attend one of our financial workshops to learn more about retirement income strategies, wealth management and more...
Our next upcoming event:
What Makes Us Different? Our Dedication to Your Success.
Tailored Financial Approach
High tech/high touch | Relationship oriented | Experienced professional team
Personal Service
Independent focused | Commitment to client | Comprehensive written financial and retirement plan | Trustworthy advice into and through retirement
Custom Designed Strategies
Easy to understand 3-step process | Personalized/stress-free | Lifetime reviews and updates
What Makes Us Different? Our Dedication to Your Success.
Tailored Financial Approach
High tech/high touch | Relationship oriented | Experienced professional team
Personal Service
Independent focused | Commitment to client | Comprehensive written financial and retirement plan | Trustworthy advice into and through retirement
Custom Designed Solutions
Easy to understand 3-step process | Personalized/stress-free | Lifetime reviews and updates
