Advanced Financial Services

Advanced Financial Services Retirement Investing Our priority is on protection of your money first so you can have the income you want to spend in retirement.

Experience the Difference
> Independent – so we can find what’s best for you
> Local professionals you can talk to and meet with… you talk, we listen
> We answer the phone; no pushing buttons or long hold times
> Serving our hard-working clients since 1990
> Over 100 years combined experience, including two CPAs

Our approach is 180 degrees different than most. We then focus on maximizing your earnings. All while keeping it simple for you so you can enjoy retirement.

Happy New Year! Our office will be closed January 1st, 2026.
01/01/2026

Happy New Year!

Our office will be closed January 1st, 2026.

Our office will be closed December 25th. Merry Christmas 🎁
12/24/2025

Our office will be closed December 25th.

Merry Christmas 🎁

11/11/2025

We honor all who have served and sacrificed to keep our nation and communities safe. Your courage, dedication, and service inspire us every day. Thank you for protecting the freedoms we hold dear.

To our first responders — thank you for your bravery, your service, and your sacrifice. We are grateful for all you do a...
09/12/2025

To our first responders — thank you for your bravery, your service, and your sacrifice. We are grateful for all you do and proud to stand behind you. Enjoy these pictures posted by the Dayton Police Department from the Trinity Valley Chamber of Commerce First Responders Luncheon.

We were honored to sponsor the keynote speaker at the luncheon, Damon West, bestselling author of The Coffee Bean, whose powerful message of personal transformation, resilience, and purpose reminded us all that no matter our circumstances, we have the power to positively influence the world around us.

🚨 OCI Employees: Big Changes = Big Opportunity! 🚨Now that OCI has been acquired by Methanex, your 401(k) may be eligible...
07/28/2025

🚨 OCI Employees: Big Changes = Big Opportunity! 🚨
Now that OCI has been acquired by Methanex, your 401(k) may be eligible unlock powerful benefits!

💼 Eligible for more options with potential for:
•higher earnings
•more income
•better guarantees
•more flexible
•no or lower ongoing fees
•more personalized to your goals

💰 Don’t let your hard-earned money sit in limbo — discover more options that work harder for your future.

✅ No obligation
✅ Fast, free conversation
✅ Make the most of your 401(k)
📞 Call us to set up a time to help you get the retirement YOU want: 409-384-5713

What if the route you're taking looks quicker—but ends up being riskier?Our latest newsletter tells the story of a famil...
07/10/2025

What if the route you're taking looks quicker—but ends up being riskier?

Our latest newsletter tells the story of a family road trip, a shaky RV ride, and a valuable lesson: the best path to your goals might not be the fastest—but it should definitely be the smartest.

Want to make sure your financial GPS is updated and tailored to YOU? Let’s talk.

409-384-5713 | [email protected]

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Coming to a mailbox near you!Our latest newsletter shares a real-life road trip gone sideways—and how it surprisingly re...
07/07/2025

Coming to a mailbox near you!

Our latest newsletter shares a real-life road trip gone sideways—and how it surprisingly relates to your retirement and investment journey.

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In celebration of the Fourth of July, our office will be closed on Friday, July 4th.We’ll return to normal business hour...
07/03/2025

In celebration of the Fourth of July, our office will be closed on Friday, July 4th.

We’ll return to normal business hours on Monday, July 7th.

Wishing you a safe, fun-filled day full of freedom, fireworks, and good company!

— The Advanced Financial Services Team

Ready to learn more?Come see us at one of our four locations or call us today!409-384-5713 | KeepingYouRetired.com
06/24/2025

Ready to learn more?
Come see us at one of our four locations or call us today!
409-384-5713 | KeepingYouRetired.com

Celebrating YOU has been the highlight of our summer here at Advanced Financial Services!Enjoy a few snapshots from our ...
06/20/2025

Celebrating YOU has been the highlight of our summer here at Advanced Financial Services!

Enjoy a few snapshots from our summer celebration.

Address

797 W Gibson Street
Jasper, TX
75951

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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