Experienced Financial Advice for a More Relaxing Retirement
For more than 25 years, we’ve helped people in East Texas turn what they’ve saved into a retirement plan they understand. Now let us help you.
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.
Meet Joe Clark
Investment Adviser Representative
Joe has extensive knowledge of capital markets and insurance products, which he uses to guide clients toward their retirement goals. Joe passed his Series 65 in 2022 to become an Investment Adviser Representative and holds a Texas resident insurance license. Joe earned his degree in Economics from Stephen F. Austin State University. He is happily married to his wife, Maytlind, and together they have a daughter. He and his family are avid sports fans and enjoy the great outdoors.
The path to your ideal retirement starts with 3 easy steps:
Step 1
Get to Know You
Your story comes first.
We take the time to listen, learn about your goals, understand your concerns and discover what matters most to you and your family. No two retirement goals are the same.
Step 2
Build Your Plan
Your future deserves a plan built around you.
Together, we create a personalized strategy designed around your income, investments, taxes, retirement goals and protecting the legacy you’ve worked so hard to build.
Step 3
Walk With You
Your plan shouldn’t end when you leave our office.
At Texas Financial & Retirement, we’re here for the journey. We’ll help you understand your plan, answer your questions and stay connected as life changes, so you can move toward retirement with confidence.
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:
There are currently no upcoming events. Please check back!
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
Don’t Take Our Word for It!
See what previous clients have to say about Texas Financial and Retirement.
