Skip to content
texas-financial-retirement-logo
Menu
  • Our Services
  • About Us
  • What Makes Us Different
  • Life
  • Attend an Event
  • Resources
  • Refer A Friend
  • Schedule a Visit
Menu
  • Our Services
  • About Us
  • What Makes Us Different
  • Life
  • Attend an Event
  • Resources
  • Refer A Friend
  • Schedule a Visit

or call us at 903.534.5477

Connect with us:

Client resources

Download these resources to help you plan for retirement.

downmarket

What to do in a Down Market

Download your copy
taxes-whitepaper

Are You Paying Too Much in Taxes in Retirement?

Download your copy
take_charge

Take Charge of Your Taxes Guide

Download your copy

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.

Schedule a Meeting
register for a seminar

Or give us a call at 903.534.5477

texas-financial-retirement-logo-color

Connect with us:

Contact Us

Phone: 903.534.5477
Fax: 903.534.4667
Email us!

Tyler Office

2405 Oak Alley
Tyler, TX 75703
Get Directions

Longview office

911 W Loop 281, 2nd Floor, Office 14
Longview, Texas 75606
Get Directions

Insurance products are offered through the insurance business Texas Financial and Retirement. Texas Financial and Retirement is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Texas Financial and Retirement are not subject to Investment Adviser requirements.

3918673 - 7/24

Full Disclosure | Privacy Policy | Terms of Use | Form CRS

Insurance products are offered through the insurance business Texas Financial and Retirement. Texas Financial and Retirement is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Texas Financial and Retirement are not subject to Investment Adviser requirements.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. 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.

Any references to protection benefits, safety, security, steady and reliable income, or lifetime income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. 3918673 - 7/24

Call Now Button