A family office is a one-stop financial shop for the extremely wealthy. We provide “family office” level service to every single client regardless of your level of wealth. This is because we lead with integrity, and we believe everyone deserves best-in-class financial advice.
We use the fiduciary standard as our guide when providing service to our clients. This means that we will never do something for you that we wouldn’t do for ourselves or our families.
The Pursuit of Financial Well-Being
At Texas Financial Advisory, our priority is helping you create sound financial strategies that get you from where you are to where you want to be. From college savings to retirement and everything in between, we are by your side, keeping you on track to reach your goals.
Depth of Experience
Texas Financial Advisory boasts a team of professionals with fifty-plus years of combined experience, providing a broad array of services with a narrow focus. Our focus is simply this; being the firm that clients can trust to deliver better investment solutions and strategies because we know you intimately.
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.
Personalized, hands-on service focused on money management and opportunities critical to your financial well-being.
We help you develop sound strategies for retirement income, financial management, education costs, and wealth preservation.
It’s critical to ensure that all of your money works for you and your heirs.
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.
Where you are now. Where you are going. What needs to be done to get you there.
What you have. What you need. What obstacles are thwarting your success.
The big reveal. The TFA Roadmap to Financial Confidence provides guidance towards your financial goals.
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
Timing Your Retirement
What You Need to Know About Social Security
In this ebook, you'll learn the critical elements of an estate strategy. Considering these crucial details may help an executor uphold your values, goals, and desires for your estate.