Skip to main content

Texas Investment & Retirement Associates

 (817) 681-8609

Texas Investment & Retirement Associates

  • Home
  • About Us
    • Our Company
    • Our Team
    • Gallery
    • About LPL Financial
  • Our Approach
    • Proactive Asset Management
    • Serving Investors
    • Code of Ethics
    • Mission Statement
  • Services
  • Resources
  • Contact

The financial markets are becoming more complex, increasing the need for suitable advice and assistance

Texas IRA specializes in wealth management and income planning intended to reduce risk and maximizing potential returns

Learn More

Inquire with us today and see how we can help you.

"Great things in business are never done by one person. They’re done by a team of people." Steve Jobs

Texas IRA works closely with you to develop a personal financial plan that is in your best interest.

Learn More

Learn about what we do and our approach to help you manage your savings.

Increased volatility of financial markets requires comprehensive approaches to investment management

Texas IRA carefully customizes the financial experience for each individual client. Our strategies aim to address volatility by adapting to market conditions.

Learn More

Learn about what we do and our approach to help you manage your savings.

"Trust is the highest form of human motivation. It brings out the very best in people." Stephen Covey

At Texas IRA, we know you by name, not by an account number

Learn More

Learn about what we do and our approach to help you manage your savings.

 

Next

Home

What We Do

Wealth Management

Wealth Management is Texas IRA’s specialty. We provide our clients with unique services that seek to preserve capital and manage each of their investments.

Process

We take the time to understand the unique needs of each client and then implement an individualized strategy. Ongoing monitoring, personalized service, periodic reviews, and when necessary, rebalancing of investments are key ingredients to our approach. When appropriate, Modern Portfolio Theory, which advocates proper asset allocation and diversification, is utilized.

Philosophy

At Texas IRA, we take our job very seriously. Our ethical standards seek to ensure a collaborative, trusting, and transparent relationship with our clients.

 

Looking to learn more?

Get in touch today

Contact Us

Additional info

  • Sitemap
  • Legal, privacy, copyright and trademark information

Contact info

  •   6060 North Central Expressway, Suite 500, Dallas, Texas 75206
  •    (817) 681-8609
  •   TexasIRA@LPL.com

Contact us

Securities and Advisory services offered through LPL Financial. A registered investment advisor. Member FINRA & SIPC.

The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, TN, TX, VA, WA, WV

© 2019 Texas IRA. All rights reserved.

Website Design For Financial Services Professionals