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.

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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.

taxes-whitepaper

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."

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:

There are currently no upcoming events. Please check back!

tfr-seo

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

tfr-seo

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