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Financial Advisors in San Antonio, Boerne, New Braunfels, and South Texas


If you’ve saved for retirement in an IRA, 401(k) or other tax-deferred vehicle, you have a tax bill due in retirement. That’s because you’ve deferred your taxes to the future.

Do you know the size of your potential tax bill?
Find out in 3 easy steps:

  1. Enter your information into the calculator
  2. Immediately see your potential retirement tax bill
  3. Discover options to address it

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.

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.


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

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

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

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