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.
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...
Charitable contributions are personally rewarding and also have the potential to be tax-saving opportunities. A donation is a gift, such as cash or property, that is given to a non-profit organization to help them in pursuit of their goals. The donor must receive nothing in return to get the full deduction value for their contribution. How Does it Work? Contributions must be claimed as itemized deductions on Schedule A of IRS Form 1040. The limit...
Cybersecurity is more important than ever as we continuously move toward more automated environments in a highly connected society. As more technologies develop, perpetrators keep exploring new tactics to exploit others. It's important to know today's most common cybersecurity threats to defend your data and your right to privacy. Most Common Cybersecurity Threats The most common cyberattacks are phishing, ransomware, social engineering, distributed denial-of-service (DDoS) attacks, and insider threats. Phishing Attacks What It Is: Phishing...
