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Our Services

At Texas Wealth Advisors, we provide expert assistance in the following areas:

Financial Planning

  • Retirement Plans
  • Tax Plans
  • 401k Planning
  • Company Pensions
  • 403b Planning
  • College Plans
  • Estate Plans
  • Money Management
  • Profit Sharing Plans

Investments*

  • Stocks, Bonds, Mutual Funds
  • Brokerage Accounts
  • College Savings Plans
  • 401k and Retirement Savings Plans
  • Net Unrealized Appreciation (NUA) for company stock
  • Rollover IRA
  • Traditional IRA
  • Roth IRA
  • SEP IRA
  • Simple IRA
  • Real Estate Investment Trusts
  • Government Securities
  • Variable Annuities
  • Indexed and Fixed Annuities

Insurance

  • Life Insurance
  • Long Term Care Insurance