Texas-Style Service

If there's anything better than the quality of  our financial advice - so we've been told - it's our Texas-style service. We prefer to work with selective individuals who want a financial advisor who meets their needs with meticulous research and personal attention ... not a sales pitch. At Texas Investment and Retirement Associates, we know you by name, not by an account number. You get ongoing monitoring of your customized portfolio, regular statements, periodic reviews and, when necessary, re-balancing of your investments. We are always accessible and respond promptly to your inquiries. We think of our clients as family. We treat them that way, too.

  

  We provide Texans with the following services:

  • Establishment of IRA's and IRA Rollovers
  • Comprehensive financial planning
  • Investment services and wealth management
  • Income planning
  • Asset allocation implementation and review
  • Estate planning
  • Divorce planning
  • Smart strategies for women investors
  • Wise investing after the sale of a business or other property
  • Wise investing after the collection of an inheritance
  • College expense planning
  • Long-term care
  • Small business employer plans
  • Investment planning for people transitioning jobs

    

 

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.