Are you Really Ready to Retire?
Call now at 903-871-1063 to see if you are ready.
Have you reviewed your current investments and
considered the RISK should the market turn volatile?
No? We help you review your current risk factors with James Holloway Sr. Financial Advisor at Texas Financial and Retirement in Tyler, Texas. Let us help you review the fees on your current investments or discover opportunities in order to earn additional income during your retirement years.
Do you know when and how much you will
receive from SOCIAL SECURITY BENEFITS?
No? Call 903-871-1063 to review your social security benefits with a complete analysis from a local and independent financial advisor in Tyler, Texas.
Have you planned income for your
SURVIVING SPOUSE after your death?
Need help when preparing your spouse after you’ve gone? Have you notarized your Last Will and Testament and Power of Attorneys?
Have you planned to EARN INCOME
after you enter into retirement?
If you don’t have a plan for income after your routine paycheck stops upon entering retirement, you may need some financial advisor help from James Holloway and the team at Texas Financial and retirement. Your retirement plan should not only include continued income, strategies for asset accumulation, protection and growth should be a part of your strategy. Call 903-871-1063 to schedule a visit today.
Have you prepared yourself and your family
for HEALTHCARE AND LONG-TERM CARE EXPENSES?
Expenses awaiting you in your older years of life are vast and plenty. Your retirement plan must account for the unexpected.
Is your current financial advisor checking all the boxes and answering all your questions when creating your retirement plan?
CONSIDER GETTING A FINANCIAL SECOND OPINION.
Call now at 903-871-1063 to answer the question with a clear picture.
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