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.

Explore Our Approach

Our Process

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.

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Our Philosophy

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.

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We value the uniqueness of every person in our organization...

We strive to maximize one another’s effectiveness by putting the interests of others before our own...

We will be accountable as individuals and as members of this community. We expect ethical conduct...

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TRUST
TRANSPARENCY
TEAMWORK
RELIABLE WEALTH
MANAGEMENT

What We Do:

Manage Your Wealth

  • Retirement and Financial Planning
  • Tailored Investment Portfolios
  • Personalized Service
  • Client Focused Philosophy
  • Meticulous Research

Wealth Preservation

  • Asset Preservation
  • Life/Disability/Long-term Care Insurance
  • Strategies for Estate Planning
  • Risk Mitigation Tactics

Income Strategies

  • Distribution Planning
  • Tax Management
  • Method Aimed to Minimize Income Risk
Four Easy Steps to Financial Confidence

What Can You Achieve with a Financial Advisor in Just 30 Days?

STEP 1

Meet with the Texas IRA team. 

Define your personal and financial goals. 

Collect and sort relevant financial information. 

STEP 2

Our team will review your financial situation and objectives. 

We begin developing a sound financial and investment strategy geared towards addressing your needs and objectives.

STEP 3

We present you with our findings and recommendations, as well as a comprehensive financial plan if necessary. 

Outline necessary measures to pursue short and long-term objectives.

STEP 4 

Take Action - begin executing your new financial plan and portfolio allocation. 

Our firm will stay in touch, provide routine portfolio review, and strive to deliver the highest level of service.