At Texas IRA, we strive to serve our clients during the financial planning process through deep and meaningful relationships that last for generations.
Inquire with us today and see how we can help you.
HOW WE SERVE YOU
Wealth Management
Texas IRA provides specialized, tailored investment management services that go beyond simply providing advice or offering financial products. As wealth managers, we utilize diverse financial disciplines and leverage a wide range of investment strategies and services designed to address the unique financial goals and needs of our clients. We work to develop a comprehensive game plan that takes into consideration the whole financial picture, including complex investment portfolios that require seasoned professionals.
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. Modern Portfolio Theory, which emphasizes the importance of investment diversification and the relationships between assets, is foundational to our process.
Texas IRA seeks to promote mutually rewarding relationships with all of our clients; we understand the value of hard work, thorough research, and personalized service. Our team makes every effort to serve our clients ethically, enthusiastically, and with total professional commitment. Every investor is different, so together we tailor plans based on specific needs and circumstances; we don’t use a cookie cutter process.
The 2025 tax season is approaching, so be prepared for any changes that could affect your return. As credits, deductions, and tax laws change frequently, it pays to plan ahead to get all the tax breaks you deserve and take advantage of deductions and credits you qualify to receive. Standard Deduction Changes for 2025 Each year, the IRS adjusts the standard deduction to account for inflation. For the 2025 tax season, the standard deduction increased...
Charitable giving is a way for you to participate in something meaningful to you and your family, a cause that aligns with your core values while benefiting members of the community. People can benefit greatly from giving – personally, psychologically, and financially. The new year tends to represent a new start, or a personal makeover, changing not necessarily just the way you look and feel through an inspired diet or exercise regimen, but how you...
At the end of the year, it is necessary to reflect on your financial picture, review the last 12 months, and plan for the future. With all that is involved, it can seem overwhelming. Consider breaking up the responsibilities over 12 days, focusing on one each day, and ensuring it gets a comprehensive review. DAY 1 – Reviewed my financial plan in preparation for meeting with a financial professional Conducting a review of your financial...
