Texas Financial Advisory

07/21/2023

For anyone having a down or bad day, here's a 𝐭𝐢𝐦𝐞𝐥𝐢𝐧𝐞 𝐜𝐥𝐞𝐚𝐧𝐬𝐞𝐫 for you! 📸

Brooklynn's Australian Shepard says "𝐂𝐇𝐄𝐄𝐒𝐄!" 🧀

Although Nelson Willy's official role is Chief Barking Officer, overseeing trading instructions and client onboarding, he also moonlights as our 𝗼𝗳𝗳𝗶𝗰𝗲'𝘀 𝗲𝗺𝗼𝘁𝗶𝗼𝗻𝗮𝗹 𝘀𝘂𝗽𝗽𝗼𝗿𝘁 𝗱𝗼𝗴! 🐾

Nelson isn't a stranger to making people who feel down in the dumps or stressed 𝐟𝐞𝐞𝐥 𝐛𝐞𝐭𝐭𝐞𝐫 about their days or outlooks. 🐶

Retirement planning can sometimes be a somber awakening for some. But Nelson and the team at Texas Financial Advisory know how to 𝗵𝗲𝗹𝗽 𝗮𝗹𝗹𝗲𝘃𝗶𝗮𝘁𝗲 𝘁𝗵𝗮𝘁 𝗯𝘂𝗿𝗱𝗲𝗻 𝗮𝗻𝗱 𝘁𝘂𝗿𝗻 𝗱𝗮𝘆𝘀 𝗮𝗿𝗼𝘂𝗻𝗱!

If you'd like to visit Nelson and the rest of the squad, see our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to schedule a visit! 🗓

07/20/2023

How much can I put in? Contributing to a retirement plan makes sound financial sense; know the rules.

Determine if you are eligible to contribute to a traditional or Roth IRA.

07/19/2023

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.

The decision whether to buy or rent a home may have long-term implications.

07/19/2023

As a 𝗯𝗼𝘂𝘁𝗶𝗾𝘂𝗲 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 (𝗥𝗜𝗔), we're able to offer a few things that competitors can't. 🙅‍♀️

One of which is being "small" enough to treat each individual client's portfolio with the 𝗮𝘁𝘁𝗲𝗻𝘁𝗶𝘃𝗲𝗻𝗲𝘀𝘀 𝗮𝗻𝗱 𝗰𝗮𝗿𝗲 it deserves. We always provide 𝗰𝘂𝘀𝘁𝗼𝗺 𝘀𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝘀 for our clients. Just because one method worked for someone else doesn't mean it will work for you. ✨

The other is that as an independent RIA, we have our pick of the litter when it comes to 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝘃𝗲𝗵𝗶𝗰𝗹𝗲𝘀 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀, whereas others may be limited to what their company is attempting to push. 💵

To continue watching this episode of 𝙏𝙚𝙭𝙖𝙨 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘼𝙙𝙫𝙞𝙨𝙤𝙧𝙮 𝙏𝙑, "Obstacles to Retirement Planning," see our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼! 📺

07/18/2023

For many, retirement starts a new phase of life. Are you getting prepared for your new phase?

This calculator can help you estimate how much you may need to save for retirement.

07/17/2023

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

07/17/2023

Here at Texas Financial Advisory, we have 𝐭𝐡𝐫𝐞𝐞 𝐥𝐢𝐜𝐞𝐧𝐬𝐞𝐝 𝐚𝐝𝐯𝐢𝐬𝐨𝐫𝐬. 🪪

All have different qualifications and credentials between them, but all three are 𝐜𝐞𝐫𝐭𝐢𝐟𝐢𝐞𝐝 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐟𝐢𝐝𝐮𝐜𝐢𝐚𝐫𝐢𝐞𝐬.

This carries lofty standards, both ethically and legally, to 𝐚𝐥𝐰𝐚𝐲𝐬 𝐬𝐞𝐫𝐯𝐞 𝐭𝐡𝐞 𝐜𝐥𝐢𝐞𝐧𝐭 𝐟𝐢𝐫𝐬𝐭 and only do what best serves the client, their financial portfolio, and their future. 👍

If you're looking for a financial advisory firm you can trust to 𝐚𝐜𝐭 𝐢𝐧 𝐲𝐨𝐮𝐫 𝐛𝐞𝐬𝐭 𝐢𝐧𝐭𝐞𝐫𝐞𝐬𝐭, see our 𝐥𝐢𝐧𝐤 𝐢𝐧 𝐛𝐢𝐨 to give us a shout!

While you're there, be sure to 𝐜𝐨𝐧𝐭𝐢𝐧𝐮𝐞 𝐥𝐢𝐬𝐭𝐞𝐧𝐢𝐧𝐠 to this podcast episode, "Maintaining your Current Lifestyle"! 🎙

07/14/2023

We are thrilled to announce that Texas Financial Advisory will be expanding its presence with an additional office location in Boerne, Texas. This expansion marks an exciting milestone in our journey of growth and success.

The new office will be located at 229 N. Main Street, Boerne, Texas, and it will provide us with ample space and resources to accommodate our expanding team and better serve our clients. The decision to open this office was made after careful consideration of various factors, including market opportunities and accessibility.

With this additional location, we aim to enhance our operational efficiency, strengthen our local presence, and foster closer collaboration with our clients and partners in the area.

We are excited about this development and look forward to the positive impact it will have on our organization. The expansion of an additional office aligns with our commitment to providing exceptional service and growing our business strategically.

Please join us in celebrating this milestone and in welcoming our new additional office location. We believe this expansion will contribute significantly to our future success, and we appreciate the loyalty of our Texas Financial Advisory clients and the hard work and dedication of each team member that has made it possible.

Thank you for your continued support!

07/14/2023

It's summertime, which means it's time for some 𝗼𝘂𝘁𝗱𝗼𝗼𝗿 𝗮𝗱𝘃𝗲𝗻𝘁𝘂𝗿𝗲𝘀! 🌤

Here's Michael and Brooklynn on a trip up to Pennsylvania to take in 𝗢𝗵𝗶𝗼𝗽𝘆𝗹𝗲 𝗦𝘁𝗮𝘁𝗲 𝗣𝗮𝗿𝗸 from a raft!

All the beautiful waterfalls in the 𝘀𝗰𝗲𝗻𝗶𝗰 𝗣𝗲𝗻𝗻𝘀𝘆𝗹𝘃𝗮𝗻𝗶𝗮𝗻 𝘄𝗶𝗹𝗱𝗲𝗿𝗻𝗲𝘀𝘀 did not disappoint! 🌲

Is traveling with your spouse to 𝘀𝗲𝗲 𝗻𝗲𝘄 𝘀𝗶𝗴𝗵𝘁𝘀 𝗮𝗻𝗱 𝘀𝗵𝗮𝗿𝗲 𝗲𝘅𝗽𝗲𝗿𝗶𝗲𝗻𝗰𝗲𝘀 high on your retirement to-do list? 📝

Well, our team would love to help you 𝗳𝗼𝗿𝗺𝘂𝗹𝗮𝘁𝗲 𝗮𝗻𝗱 𝗲𝘅𝗲𝗰𝘂𝘁𝗲 𝗮 𝘀𝘁𝗿𝗮𝘁𝗲𝗴𝘆 that delivers you to the golden years of your dreams!

See our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼 to give our talented team a call! 📞

07/12/2023

In your search for a financial advisor, it may help to narrow down the field a bit by identifying what 𝘁𝘆𝗽𝗲 𝗼𝗳 𝗮𝗱𝘃𝗶𝘀𝗼𝗿 is right for you. 🔍

Big-box firms can be more concerned with the products they can sell to you. They also may be incentivized to sell you 𝗽𝗿𝗼𝗽𝗿𝗶𝗲𝘁𝗮𝗿𝘆 𝗽𝗿𝗼𝗱𝘂𝗰𝘁𝘀 specific to their firm. Unfortunately, these products may not align themselves with your specific retirement goals.

Here at Texas Financial Advisory, we're the 𝗹𝗮𝗿𝗴𝗲𝘀𝘁 𝘄𝗼𝗺𝗮𝗻-𝗼𝘄𝗻𝗲𝗱 𝗿𝗲𝗴𝗶𝘀𝘁𝗲𝗿𝗲𝗱 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗮𝗱𝘃𝗶𝘀𝗼𝗿𝘆 (𝗥𝗜𝗔) 𝗶𝗻 𝗦𝗼𝘂𝘁𝗵 𝗧𝗲𝘅𝗮𝘀.

Our obligation is to our clientele. An agreement is signed, stating that as fiduciaries, we have certain standards to uphold and 𝘄𝗲 𝗮𝗹𝘄𝗮𝘆𝘀 𝗮𝗰𝘁 𝗶𝗻 𝘁𝗵𝗲 𝗯𝗲𝘀𝘁 𝗶𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗼𝗳 𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 𝗮𝗻𝗱 𝘁𝗵𝗲𝗶𝗿 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼𝘀. 🙌

To continue watching this 𝙏𝙚𝙭𝙖𝙨 𝙁𝙞𝙣𝙖𝙣𝙘𝙞𝙖𝙡 𝘼𝙙𝙫𝙞𝙨𝙤𝙧𝙮 𝙏𝙑 episode, "Obstacles to Retirement Planning," see our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼! 🎥

07/10/2023

Oftentimes, 𝐞𝐦𝐨𝐭𝐢𝐨𝐧𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐡𝐮𝐫𝐭 𝐮𝐬 in the long run. 🤕

They are often 𝐫𝐞𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐫𝐲 and aren't very calculated and thought-through. 🧮

In times of 𝐯𝐨𝐥𝐚𝐭𝐢𝐥𝐢𝐭𝐲 𝐢𝐧 𝐭𝐡𝐞 𝐦𝐚𝐫𝐤𝐞𝐭𝐩𝐥𝐚𝐜𝐞 𝐚𝐧𝐝 𝐮𝐧𝐜𝐞𝐫𝐭𝐚𝐢𝐧𝐭𝐲 𝐬𝐰𝐢𝐫𝐥𝐢𝐧𝐠 𝐚𝐛𝐨𝐮𝐭 𝐢𝐧 𝐭𝐡𝐞 𝐞𝐜𝐨𝐧𝐨𝐦𝐲, savers and soon-to-be retirees are especially susceptible to knee-jerk reactions. 😰

That's why we offer a 𝒄𝒖𝒔𝒕𝒐𝒎𝒊𝒛𝒆𝒅 𝐜𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐚𝐧𝐝 𝐡𝐨𝐥𝐢𝐬𝐭𝐢𝐜 retirement plan to our clients.

That way, when faced with adversity or a scary situation, they can 𝗿𝗲𝗳𝗲𝗿 𝗯𝗮𝗰𝗸 𝘁𝗼 𝘁𝗵𝗲 𝗳𝗿𝗮𝗺𝗲𝘄𝗼𝗿𝗸 of their own personal plan to help them make more confident decisions. 👍

If you'd like to chat with our team to hear how we can help you have more confidence in your retirement plan, see our 𝗹𝗶𝗻𝗸 𝗶𝗻 𝗯𝗶𝗼! 💪

07/08/2023

Please welcome our TFA Summer Intern: Lauren Chambers. Lauren recently graduated from Texas Tech University. She has been wonderful to have in the office and brought great energy to our team this summer. We cannot wait for you to meet her! Fun Fact: In Lauren's spare time, she is an avid barrel racer!