Worried about running out of money in retirement?
We’re here to help you feel confident about your financial future.
How We Work
At Texas Financial & Retirement, we’re all about helping people like you pursue an ideal retirement. Our team starts by getting to know you and your financial concerns. Then we create a financial strategy that addresses your specific needs, using a variety of investments and insurance products and services. Finally, we help you stay on track as you implement the strategy, making any necessary adjustments along the way.
Your Priorities & the Services We Offer
Grow Your Assets
Help boost your retirement income by putting your hard-earned assets to work today.
How?
Retirement income strategies
Wealth management
Annuities
Investments
IRA/401(k) rollovers
Protect Your Loved Ones
Preserve the assets that can help you live comfortably in retirement — and care for your family.
How?
Asset protection strategies
Life insurance
Long-term care strategies
Tax-efficient strategies
Leave a Legacy
Support the people and causes that are most important to you.
How?
IRA legacy planning
Paying for education
Charitable giving
We can also refer you to professionals who provide the following services:
Trusts
Probate
Estate Planning
Tax Planning
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 Advisor requirements.
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. Investing involves risk, including the potential loss of principal. Titan Financial & Insurance Services, Inc. is not affiliated with or endorsed by the U.S. Government or any governmental agency.
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.
