Texan Wealth Management

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Texan Wealth Management We offer individuals and businesses the tools and strategies to pursue financial independence so they can focus on what matters most to them.

We work with individuals and business owners with the goal of helping them grow, protect, and transfer their wealth. We specialize in creating and monitoring financial plans and managing investment portfolios. Our areas of service include 401k's, IRAs, College savings plans, Trust/estate accounts, and etc.. Texan Wealth also can address your insurance needs as we work to find you the best rates. We enjoy building long term relationships with our clients to help them pursue their financial goals. Please call or email to let us know how we can best help you!

10/15/2026
A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cy...
10/01/2026

A few simple habits can go a long way toward helping keep your personal and financial information protected. How does cybersecurity connect to your broader financial picture? What steps are you taking at home and with your business?

📢 Cast Your Vote: Best of McKinney Awards Are Now Open!🗳 Voting is officially underway and will remain open through Octo...
09/28/2026

📢 Cast Your Vote: Best of McKinney Awards Are Now Open!
🗳 Voting is officially underway and will remain open through October 1st.

Show your support for the incredible businesses that make
McKinney shine by casting your vote today!

👉 Vote for your favorite McKinney businesses!!!!

https://mckinneytoday.com/everything-you-need-to-know-about-the-2026-best-of-mckinney-voting/

Wishing the very best to all our fellow McKinney businesses — your dedication and impact deserve to be celebrated!

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.A whopping 7...
08/03/2026

📝 August is National Make-A-Will Month, a timely reminder that estate documentation deserves your attention.

A whopping 76% of Americans don't have a will. This can lead to unintended consequences for those with asset distribution and care for children.

A comprehensive estate strategy can help preserve your legacy while helping manage the probate process. Consider reviewing your documentation periodically, particularly after significant life events such as marriage, divorce, or the birth of children and grandchildren.

Our team can help your legal counsel facilitate comprehensive estate coordination. Contact us to discuss how we can help.



Source:
Caring.com, February 18, 2025.

🎆 Happy Independence Day! 🎇Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our ...
07/04/2026

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

Note: We will be closed on Friday July 3rd, 2026, in observance of the Independence Day holiday!!!
07/02/2026

Note: We will be closed on Friday July 3rd, 2026, in observance of the Independence Day holiday!!!

🔥 The weather is warming up, so you know what that means - it's time to fire up the grill 🔥 Whether you're flipping burg...
06/25/2026

🔥 The weather is warming up, so you know what that means - it's time to fire up the grill 🔥

Whether you're flipping burgers, smoking ribs, or going veggie-style with skewers, grilling brings people together one bite at a time.

🍔 What's your go-to grill masterpiece? Share your favorites below! 👇

Happy Father's Day to the amazing dads, stepdads, granddads, and all father figures who embrace the adventure of fatherh...
06/21/2026

Happy Father's Day to the amazing dads, stepdads, granddads, and all father figures who embrace the adventure of fatherhood with open hearts and open arms.

Whether you're exploring the world through imaginative play, offering sage advice, or simply being there with love and support, your impact is immeasurable.

Here's to the explorers, guides, and heroes in our lives—thank you for making every day an adventure.

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA ...
06/13/2026

If you or someone in your family is still in school—or heading back in the fall—now is the time to make sure your FAFSA form is in.

A few things worth knowing:
⏰ The federal deadline is June 30. State and school deadlines are often earlier.
⏰ Many types of aid are first-come, first-served. Waiting could cost money.
⏰ You can make corrections after submission, but the form needs to be in first.

Don't let a deadline get in the way of money that's already available to you.

Address

6951 Virginia Parkway, Suite 207
McKinney, TX
75071

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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