About Texas Financial and Retirement
Our Staff has about 100 years of experience helping to meet people's financial and retirement dreams!
We are a full-service financial firm committed to helping people pursue their financial goals. We offer a wide range of financial products and services to individuals and business owners. We believe you will be better able to identify your goals and make sound decisions to help reach them by our providing sound fiancial information.
James R. Holloway - Senior Partner
For the past 30 years James has helped clients to define and achieve financial and retirement goals and dreams. His mission is to continue to help clients create and grow wealth, protect and preserve their life savings and plan for the distribution of their estate in the most tax efficient manner.
James’ goal is for Texas Financial & Retirement to be the financial and retirement advisory practice and consumer advocate for Texas retirees and pre-retirees.
He has received countless civic and professional awards and is recognized as a well known financial and retirement success educator. James can be seen periodically on various local news programs and is a proud member of the Better Business Bureau of East Texas as well as the Chamber of Commerce.
He holds a Bachelor’s and Master Degree from Stephen F. Austin and Our Lady of the Lake.
James lives on a small farm in Bullard with his wife Scheli and attends the Bullard Southern Baptist Church. He is a member of the Christian Hunters & Anglers Association and enjoys hunting, fishing, reading and spending time with his family, especially his grandchildren.
Linda Holloway - Director of Client Relations and Operations
As Director of Client Relations, Linda assists clients with various service items and any additional requests in regards to their custom retirement plan. Linda tracks new account applications and outstanding service requests to assure they are taken care of in a timely matter. She also oversees client integration, annual reviews and our Administrative office.
Linda received her Bachelors of Science Degree from Stephen F. Austin University. She has been married to Lon Holloway for forty years and has one daughter Amanda who is completing her P.H.D. at Texas A &M University. Linda lives in Bullard and enjoys reading, cooking, and spending time with family and friends.