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!
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.
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For more information about any of our products and services, schedule a meeting today or register to attend a seminar.