Meet The Team
The team at Texas Financial & Retirement is ready to help you pursue your long-term financial goals.
James Holloway Sr. Partner | Investment Adviser Representative
For the past 25 years, James has helped clients define and achieve their financial and retirement goals and dreams. His mission is to continue to help clients create and grow wealth, protect and preserve their life savings and plan for the distribution of their estate in the most tax-efficient manner.
His goal is for Texas Financial & Retirement to serve as the financial and retirement advisory practice and consumer advocate for Texas retirees and pre-retirees.
James has held his insurance license since 1988 and in 2006 he passed the Series 65 securities exam to become an Investment Adviser Representative.
James holds a bachelor’s degree from Stephen F. Austin State University in Huntsville and a master’s degree from Our Lady of the Lake University in San Antonio.
He and his wife, Scheli, live in Bullard and attend the Bullard Southern Baptist Church. He is a member of the Christian Hunters & Anglers Association and enjoys hunting, fishing, reading and spending time with his family, especially his grandchildren.
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.
Ready to Take The Next Step?
For more information about any of our products and services, schedule a meeting today or register to attend a seminar.
