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Our Financial Services

Get a 2nd OpinionWhile developing a customized financial program, we will walk you through a step-by-step process that will help make you feel confident in your decisions.

Once your goals have been established, we will customize appropriate strategies to suit your vision and objectives. We can help you execute a sound financial program utilizing the following products and services:

  • Tax management
  • Investment management
  • Retirement strategies 
  • Estate conservation
  • Insurance and annuity products

Our Qualifications

We have been working with individuals and businesses in the area for over 20 years in the state of Texas.

I have extensive personal and professional experience and hold a bachelors and masters degree. I am an investment advisor representative as well a Texas insurance license holder.

I am dedicated to developing lasting relationships with all our clients. I also believe in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Texas Financial and Retirement is our ability to provide clear, easily understood explanations of financial products and services. The personalized program that we can provide is a roadmap to working toward a more secure financial future.

We’re looking forward to using our expertise to help you pursue your financial goals.

Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed
insurance products. They do not refer, in any way to securities or investment advisory products. Insurance and Annuity product guarantees are subject to the claims-paying ability of the issuing company, and are
not offered by Global Financial Private Capital.