How We Help Texans

We specialize in meeting the retirement, investment, and financial planning needs of Texans while providing top-notch service and personal attention. To see where Texans stand and what they need to do now to plan for a comfortable and independent future, we help with the following:

  • Define retirement and investment goals                                            
  • Identify current planning shortfalls 
  • Income Planning
  • Project values of Social Security benefits
  • Project values of pension benefits 
  • Project expected annual living expenses  
  • Provide survivor analysis and projections
  • Estate planning analysis
  • Provide options to reduce estate taxes
  • Analysis of  tax situation
  • Asset Allocation Analysis
  • Development of Comprehensive Financial Plan
  • Help Determine Risk Tolerance 
  • Interest Rate Searches 
  • Find out how to achieve specific goals
  • Assist in developing an investment policy
  • Actively manage your accounts
  • Provide ongoing financial education
  • Monitor Product Performance
  • Review and Analyze Financial Position
  • Assist in Implementation of Financial Plan

    

We will analyze all aspects of your retirement and investment plan, identify weaknesses and recommend improvements.

Because tax laws are constantly changing and there may be newer types of tax-advantaged retirement plans available that you aren't familiar with, it's important for you to find out about the latest techniques to gain tax advantages while saving for retirement. We'll tell you whether you or your business may qualify for a newer type of plan!

The sooner you get started, the sooner you'll know where you stand and what you can do to improve your situation!

No matter where you live in Texas, call us today 1-800-683-8887.

Investment Tips:

  • If you ever have a question or concern regarding your account with a financial planner, brokerage firm, mutual fund company, or other institution, please contact them promptly.
  • Always review financial transactions for thoroughness and completeness. If you find an error, please report it immediately.
  • Annually review your investments to confirm you have complete records, documentation and contracts. 
  • Store your documentation in a safe place.

The Registered Representatives of LPL Financial that are associated with this site are registered to discuss and transact securities business in the following states: TX, TN, CA, CO, DE, FL, GA, HI, ID, IL, IN, KS, LA, MA, MD, MI, MO, MS, NC, NM, NV, NY, OH, OK, OR, VA, WA, WV, AL, AR, AZ.