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Financial Advisors in San Antonio

A Roadmap for Life with the TFA Roadmap to Financial Confidence 

There is no such thing as a perfect financial plan, no secret sauce, no magic eight ball. However, what we offer instead of magic is a dependable, comprehensive, and holistic financial plan delivered by a team of trusted financial advisors that can help you confidently prepare for all of life’s uncertainties. Here’s how.

Tis' the Season for Giving!  Donate to STCH Ministries and TFA will match dollar for dollar up to $50 per donation with a maximum match of $5,000 total.

Texas Financial Advisory is proud to partner with STCH Ministries. 

  • STCH Ministries was founded in 1952.
  • Their goal is to heal hearts and share hope through their 9 ministries which serve individuals, children and families throughout Texas and internationally.
  • They have offices in San Antonio and throughout South Texas and the Rio Grande Valley.
  • They are 100% privately funded and do not take any state or federal funding and all their services are provided regardless of an individuals ability to pay (we never say for free). 
The Vehicles

The Vehicles

Personalized, hands-on service focused on money management and opportunities critical to your financial well-being.

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TFA Roadmap to Financial Confidence

TFA Roadmap to Financial Confidence

We help you develop sound strategies for retirement income, financial management, education costs, and wealth preservation.

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Managing Bumps in the Road

Managing Bumps in the Road

It’s critical to ensure that all of your money works for you and your heirs.

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3 Step Process

At Texas Financial Advisory, we use a specialized system and strategy to assist both you, the client, and our team in making informed and educated decisions on our collaboration together.


Discover

Where you are now. Where you are going. What needs to be done to get you there.

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Analyze

What you have. What you need. What obstacles are thwarting your success.

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Execute

The big reveal. The TFA Roadmap to Financial Confidence provides guidance towards your financial goals.

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Let's Start a Collaboration

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