Texas Financial Advisory

Texas Financial Advisory Retirement Income Planning At Texas Financial Advisory our main purpose is to help individuals and business owners ๐’”๐’Š๐’Ž๐’‘๐’๐’Š๐’‡๐’š the complex.

We believe that positive collaboration with our clients will create better outcomes as we pursue a common goal โ€“ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐˜„๐—ฒ๐—น๐—น-๐—ฏ๐—ฒ๐—ถ๐—ป๐—ด. Our advisors work closely with you to define your financial goals and outline an optimal path for your retirement. We take a holistic approach and seek to help you ๐จ๐ฉ๐ญ๐ข๐ฆ๐ข๐ณ๐ž each of these retirement areas:
โœ”๏ธ INCOME CREATION
โœ”๏ธ TAX STRATEGIES
โœ”๏ธ WEALTH PRESERV

ATION & GROWTH
โœ”๏ธ HEALTH CARE PLANNING
โœ”๏ธ ESTATE CONSERVATION

Office Hours: Mon-Thurs, 8:30 AM - 5:00 PM and Fridays by appointment only

Home Office Location is in San Antonio, TX. Other office locations are New Braunfels, TX, and Victoria, TX by appointment only!

For anyone having a down or bad day, here's a ๐ญ๐ข๐ฆ๐ž๐ฅ๐ข๐ง๐ž ๐œ๐ฅ๐ž๐š๐ง๐ฌ๐ž๐ซ for you! ๐Ÿ“ธBrooklynn's Australian Shepard says "๐‚๐‡๐„๐„๐’๐„!" ...
07/21/2023

For anyone having a down or bad day, here's a ๐ญ๐ข๐ฆ๐ž๐ฅ๐ข๐ง๐ž ๐œ๐ฅ๐ž๐š๐ง๐ฌ๐ž๐ซ for you! ๐Ÿ“ธ

Brooklynn's Australian Shepard says "๐‚๐‡๐„๐„๐’๐„!" ๐Ÿง€

Although Nelson Willy's official role is Chief Barking Officer, overseeing trading instructions and client onboarding, he also moonlights as our ๐—ผ๐—ณ๐—ณ๐—ถ๐—ฐ๐—ฒ'๐˜€ ๐—ฒ๐—บ๐—ผ๐˜๐—ถ๐—ผ๐—ป๐—ฎ๐—น ๐˜€๐˜‚๐—ฝ๐—ฝ๐—ผ๐—ฟ๐˜ ๐—ฑ๐—ผ๐—ด! ๐Ÿพ

Nelson isn't a stranger to making people who feel down in the dumps or stressed ๐Ÿ๐ž๐ž๐ฅ ๐›๐ž๐ญ๐ญ๐ž๐ซ about their days or outlooks. ๐Ÿถ

Retirement planning can sometimes be a somber awakening for some. But Nelson and the team at Texas Financial Advisory know how to ๐—ต๐—ฒ๐—น๐—ฝ ๐—ฎ๐—น๐—น๐—ฒ๐˜ƒ๐—ถ๐—ฎ๐˜๐—ฒ ๐˜๐—ต๐—ฎ๐˜ ๐—ฏ๐˜‚๐—ฟ๐—ฑ๐—ฒ๐—ป ๐—ฎ๐—ป๐—ฑ ๐˜๐˜‚๐—ฟ๐—ป ๐—ฑ๐—ฎ๐˜†๐˜€ ๐—ฎ๐—ฟ๐—ผ๐˜‚๐—ป๐—ฑ!

If you'd like to visit Nelson and the rest of the squad, see our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to schedule a visit! ๐Ÿ—“

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

Trying to decide whether to buy or rent a home? There are 4 important questions you should consider.
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 ๐—ฏ๐—ผ๐˜‚๐˜๐—ถ๐—พ๐˜‚๐—ฒ ๐—ฟ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ๐—ฒ๐—ฑ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜† (๐—ฅ๐—œ๐—”), we're able to offer a few things that competitors can't. ๐Ÿ™…โ€โ™€๏ธ

One of which is being "small" enough to treat each individual client's portfolio with the ๐—ฎ๐˜๐˜๐—ฒ๐—ป๐˜๐—ถ๐˜ƒ๐—ฒ๐—ป๐—ฒ๐˜€๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ฐ๐—ฎ๐—ฟ๐—ฒ it deserves. We always provide ๐—ฐ๐˜‚๐˜€๐˜๐—ผ๐—บ ๐˜€๐—ผ๐—น๐˜‚๐˜๐—ถ๐—ผ๐—ป๐˜€ for our clients. Just because one method worked for someone else doesn't mean it will work for you. โœจ

The other is that as an independent RIA, we have our pick of the litter when it comes to ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐˜ƒ๐—ฒ๐—ต๐—ถ๐—ฐ๐—น๐—ฒ๐˜€ ๐—ฎ๐—ป๐—ฑ ๐—ณ๐—ถ๐—ป๐—ฎ๐—ป๐—ฐ๐—ถ๐—ฎ๐—น ๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐˜๐˜€, whereas others may be limited to what their company is attempting to push. ๐Ÿ’ต

To continue watching this episode of ๐™๐™š๐™ญ๐™–๐™จ ๐™๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™ž๐™–๐™ก ๐˜ผ๐™™๐™ซ๐™ž๐™จ๐™ค๐™ง๐™ฎ ๐™๐™‘, "Obstacles to Retirement Planning," see our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ! ๐Ÿ“บ

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

Second homes have unique risks and insuring them is different than a primary home.
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 ๐ญ๐ก๐ซ๐ž๐ž ๐ฅ๐ข๐œ๐ž๐ง๐ฌ๐ž๐ ๐š๐๐ฏ๐ข๐ฌ๐จ๐ซ๐ฌ. ๐Ÿชช

All have different qualifications and credentials between them, but all three are ๐œ๐ž๐ซ๐ญ๐ข๐Ÿ๐ข๐ž๐ ๐Ÿ๐ข๐ง๐š๐ง๐œ๐ข๐š๐ฅ ๐Ÿ๐ข๐๐ฎ๐œ๐ข๐š๐ซ๐ข๐ž๐ฌ.

This carries lofty standards, both ethically and legally, to ๐š๐ฅ๐ฐ๐š๐ฒ๐ฌ ๐ฌ๐ž๐ซ๐ฏ๐ž ๐ญ๐ก๐ž ๐œ๐ฅ๐ข๐ž๐ง๐ญ ๐Ÿ๐ข๐ซ๐ฌ๐ญ and only do what best serves the client, their financial portfolio, and their future. ๐Ÿ‘

If you're looking for a financial advisory firm you can trust to ๐š๐œ๐ญ ๐ข๐ง ๐ฒ๐จ๐ฎ๐ซ ๐›๐ž๐ฌ๐ญ ๐ข๐ง๐ญ๐ž๐ซ๐ž๐ฌ๐ญ, see our ๐ฅ๐ข๐ง๐ค ๐ข๐ง ๐›๐ข๐จ to give us a shout!

While you're there, be sure to ๐œ๐จ๐ง๐ญ๐ข๐ง๐ฎ๐ž ๐ฅ๐ข๐ฌ๐ญ๐ž๐ง๐ข๐ง๐  to this podcast episode, "Maintaining your Current Lifestyle"! ๐ŸŽ™

We are thrilled to announce that Texas Financial Advisory will be expanding its presence with an additional office locat...
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!

It's summertime, which means it's time for some ๐—ผ๐˜‚๐˜๐—ฑ๐—ผ๐—ผ๐—ฟ ๐—ฎ๐—ฑ๐˜ƒ๐—ฒ๐—ป๐˜๐˜‚๐—ฟ๐—ฒ๐˜€! ๐ŸŒคHere's Michael and Brooklynn on a trip up to Pennsy...
07/14/2023

It's summertime, which means it's time for some ๐—ผ๐˜‚๐˜๐—ฑ๐—ผ๐—ผ๐—ฟ ๐—ฎ๐—ฑ๐˜ƒ๐—ฒ๐—ป๐˜๐˜‚๐—ฟ๐—ฒ๐˜€! ๐ŸŒค

Here's Michael and Brooklynn on a trip up to Pennsylvania to take in ๐—ข๐—ต๐—ถ๐—ผ๐—ฝ๐˜†๐—น๐—ฒ ๐—ฆ๐˜๐—ฎ๐˜๐—ฒ ๐—ฃ๐—ฎ๐—ฟ๐—ธ from a raft!

All the beautiful waterfalls in the ๐˜€๐—ฐ๐—ฒ๐—ป๐—ถ๐—ฐ ๐—ฃ๐—ฒ๐—ป๐—ป๐˜€๐˜†๐—น๐˜ƒ๐—ฎ๐—ป๐—ถ๐—ฎ๐—ป ๐˜„๐—ถ๐—น๐—ฑ๐—ฒ๐—ฟ๐—ป๐—ฒ๐˜€๐˜€ did not disappoint! ๐ŸŒฒ

Is traveling with your spouse to ๐˜€๐—ฒ๐—ฒ ๐—ป๐—ฒ๐˜„ ๐˜€๐—ถ๐—ด๐—ต๐˜๐˜€ ๐—ฎ๐—ป๐—ฑ ๐˜€๐—ต๐—ฎ๐—ฟ๐—ฒ ๐—ฒ๐˜…๐—ฝ๐—ฒ๐—ฟ๐—ถ๐—ฒ๐—ป๐—ฐ๐—ฒ๐˜€ high on your retirement to-do list? ๐Ÿ“

Well, our team would love to help you ๐—ณ๐—ผ๐—ฟ๐—บ๐˜‚๐—น๐—ฎ๐˜๐—ฒ ๐—ฎ๐—ป๐—ฑ ๐—ฒ๐˜…๐—ฒ๐—ฐ๐˜‚๐˜๐—ฒ ๐—ฎ ๐˜€๐˜๐—ฟ๐—ฎ๐˜๐—ฒ๐—ด๐˜† that delivers you to the golden years of your dreams!

See our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ to give our talented team a call! ๐Ÿ“ž

07/12/2023

In your search for a financial advisor, it may help to narrow down the field a bit by identifying what ๐˜๐˜†๐—ฝ๐—ฒ ๐—ผ๐—ณ ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ is right for you. ๐Ÿ”

Big-box firms can be more concerned with the products they can sell to you. They also may be incentivized to sell you ๐—ฝ๐—ฟ๐—ผ๐—ฝ๐—ฟ๐—ถ๐—ฒ๐˜๐—ฎ๐—ฟ๐˜† ๐—ฝ๐—ฟ๐—ผ๐—ฑ๐˜‚๐—ฐ๐˜๐˜€ specific to their firm. Unfortunately, these products may not align themselves with your specific retirement goals.

Here at Texas Financial Advisory, we're the ๐—น๐—ฎ๐—ฟ๐—ด๐—ฒ๐˜€๐˜ ๐˜„๐—ผ๐—บ๐—ฎ๐—ป-๐—ผ๐˜„๐—ป๐—ฒ๐—ฑ ๐—ฟ๐—ฒ๐—ด๐—ถ๐˜€๐˜๐—ฒ๐—ฟ๐—ฒ๐—ฑ ๐—ถ๐—ป๐˜ƒ๐—ฒ๐˜€๐˜๐—บ๐—ฒ๐—ป๐˜ ๐—ฎ๐—ฑ๐˜ƒ๐—ถ๐˜€๐—ผ๐—ฟ๐˜† (๐—ฅ๐—œ๐—”) ๐—ถ๐—ป ๐—ฆ๐—ผ๐˜‚๐˜๐—ต ๐—ง๐—ฒ๐˜…๐—ฎ๐˜€.

Our obligation is to our clientele. An agreement is signed, stating that as fiduciaries, we have certain standards to uphold and ๐˜„๐—ฒ ๐—ฎ๐—น๐˜„๐—ฎ๐˜†๐˜€ ๐—ฎ๐—ฐ๐˜ ๐—ถ๐—ป ๐˜๐—ต๐—ฒ ๐—ฏ๐—ฒ๐˜€๐˜ ๐—ถ๐—ป๐˜๐—ฒ๐—ฟ๐—ฒ๐˜€๐˜ ๐—ผ๐—ณ ๐—ผ๐˜‚๐—ฟ ๐—ฐ๐—น๐—ถ๐—ฒ๐—ป๐˜๐˜€ ๐—ฎ๐—ป๐—ฑ ๐˜๐—ต๐—ฒ๐—ถ๐—ฟ ๐—ฝ๐—ผ๐—ฟ๐˜๐—ณ๐—ผ๐—น๐—ถ๐—ผ๐˜€. ๐Ÿ™Œ

To continue watching this ๐™๐™š๐™ญ๐™–๐™จ ๐™๐™ž๐™ฃ๐™–๐™ฃ๐™˜๐™ž๐™–๐™ก ๐˜ผ๐™™๐™ซ๐™ž๐™จ๐™ค๐™ง๐™ฎ ๐™๐™‘ episode, "Obstacles to Retirement Planning," see our ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ! ๐ŸŽฅ

Oftentimes, ๐ž๐ฆ๐จ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐๐ž๐œ๐ข๐ฌ๐ข๐จ๐ง๐ฌ ๐ก๐ฎ๐ซ๐ญ ๐ฎ๐ฌ in the long run. ๐Ÿค•They are often ๐ซ๐ž๐š๐œ๐ญ๐ข๐จ๐ง๐š๐ซ๐ฒ and aren't very calculated and thou...
07/10/2023

Oftentimes, ๐ž๐ฆ๐จ๐ญ๐ข๐จ๐ง๐š๐ฅ ๐๐ž๐œ๐ข๐ฌ๐ข๐จ๐ง๐ฌ ๐ก๐ฎ๐ซ๐ญ ๐ฎ๐ฌ in the long run. ๐Ÿค•

They are often ๐ซ๐ž๐š๐œ๐ญ๐ข๐จ๐ง๐š๐ซ๐ฒ and aren't very calculated and thought-through. ๐Ÿงฎ

In times of ๐ฏ๐จ๐ฅ๐š๐ญ๐ข๐ฅ๐ข๐ญ๐ฒ ๐ข๐ง ๐ญ๐ก๐ž ๐ฆ๐š๐ซ๐ค๐ž๐ญ๐ฉ๐ฅ๐š๐œ๐ž ๐š๐ง๐ ๐ฎ๐ง๐œ๐ž๐ซ๐ญ๐š๐ข๐ง๐ญ๐ฒ ๐ฌ๐ฐ๐ข๐ซ๐ฅ๐ข๐ง๐  ๐š๐›๐จ๐ฎ๐ญ ๐ข๐ง ๐ญ๐ก๐ž ๐ž๐œ๐จ๐ง๐จ๐ฆ๐ฒ, savers and soon-to-be retirees are especially susceptible to knee-jerk reactions. ๐Ÿ˜ฐ

That's why we offer a ๐’„๐’–๐’”๐’•๐’๐’Ž๐’Š๐’›๐’†๐’… ๐œ๐จ๐ฆ๐ฉ๐ซ๐ž๐ก๐ž๐ง๐ฌ๐ข๐ฏ๐ž ๐š๐ง๐ ๐ก๐จ๐ฅ๐ข๐ฌ๐ญ๐ข๐œ retirement plan to our clients.

That way, when faced with adversity or a scary situation, they can ๐—ฟ๐—ฒ๐—ณ๐—ฒ๐—ฟ ๐—ฏ๐—ฎ๐—ฐ๐—ธ ๐˜๐—ผ ๐˜๐—ต๐—ฒ ๐—ณ๐—ฟ๐—ฎ๐—บ๐—ฒ๐˜„๐—ผ๐—ฟ๐—ธ of their own personal plan to help them make more confident decisions. ๐Ÿ‘

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 ๐—น๐—ถ๐—ป๐—ธ ๐—ถ๐—ป ๐—ฏ๐—ถ๐—ผ! ๐Ÿ’ช

Please welcome our TFA Summer Intern: Lauren Chambers.  Lauren recently graduated from Texas Tech University. She has be...
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!

Address

San Antonio, TX

Opening Hours

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

Website

https://linktr.ee/texasfinancialadvisory

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