Our goal is to serve as an advocate for Texas retirees and pre-retirees, using clear, on-track guidance for every part of the journey. We bring together a comprehensive group of services and resources to help you prepare for, transition to and live in retirement—no matter how long it lasts!
This is YOUR Retirement
The most important vision of retirement is yours. We want to customize our services to that vision, so we begin a full discovery process to get to know you. By understanding your dreams and financial concerns, we can begin to personalize your plan with strategies toward a confident retirement.
Our Service Never Stops
Once your plan is created, we help carry it out for you, so that you may relax and live your retirement, confident that we are with you along the way. If a big life event happens, we adjust the plan together while keeping your goals on track. We check in with you at your convenience and meet regularly to stay focused on the plan. And we’re always a phone call away.
We Work to Clarify the Situation
The details of retirement can be overwhelming, but we also don’t want to leave anything out. Our team is dedicated to breaking down complex concepts and financial fine print into clear, calm language, so that you understand exactly what’s going on and how you want to move forward.
A Complete Team for You
In addition to our experienced team of advisors, we work with a close group of financial professionals to help give you guidance on a complete retirement plan. Our network of attorneys and CPAs is ready to assist with trusts, probate, estate planning and tax planning needs.
Neither the firm nor its agents or representatives may give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any purchasing decisions. Texas Financial and Retirement has a strategic partnership with tax professionals and attorneys who can provide tax and/or legal advice.
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.