Texoma Financial Services, L.P

Texoma Financial Services, L.P TFS is a local financial planning firm dedicated to serving clients who need accurate and customized advice about investments and insurance.

05/25/2026

Your business is likely your biggest asset, yet many small business owners don’t think of it that way. Check out this recent study that explores owner mindsets and key considerations to ensure your business is working for you.

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your...
05/22/2026

Retirement planning isn’t just about securing income; it’s also about keeping up with rising costs. Let’s make sure your plan is in good shape to keep up with the times.

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, the...
05/18/2026

Whether you’re renovating a home, considering a business opportunity, or just need extra flexibility with cash flow, there are ways to access funds without selling your investments. Several approaches are available, and understanding liquidity options can help keep long‑term goals in view. Let’s connect.

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income durin...
05/11/2026

If you can’t work, will your business still be able to generate cash flow? Having a strategy for protecting income during illness or injury is critical to keeping your business running and your finances on track.

Let’s explore ways to help protect you.

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those withou...
05/04/2026

The need for disability income (DI) insurance is often misunderstood. Many think it’s a safety net only for those without savings. But in reality, DI can play an important role in helping high earners protect their income and assets. Let’s start a conversation about strengthening your financial flexibility for the years ahead.

04/27/2026

Come join us! If you can spare a few hours to volunteer to help pull off this great event in Downtown Sherman that would be awesome! Check out the volunteer opportunities at www.shermanshowdown.com

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review an...
04/20/2026

With recent OBBBA changes, small decisions can add up. Let’s review your financial strategy: align cash flows, review any charitable and estate moves, and coordinate with your tax advisor so there are fewer surprises next spring.

Over 50% of U.S. adults lack financial literacy. You can build loyalty, reduce stress, and boost productivity with educa...
04/20/2026

Over 50% of U.S. adults lack financial literacy. You can build loyalty, reduce stress, and boost productivity with education on savings, budgeting, and retirement. Let's connect.

When it comes to plotting your retirement, making emotional decisions can result in timely mistakes. Let’s talk about yo...
04/17/2026

When it comes to plotting your retirement, making emotional decisions can result in timely mistakes. Let’s talk about your plan and see if we can create a strategy that
secures your income without sacrificing growth.

Address

123 N Crockett Street Ste 300
Sherman, TX
75090

Opening Hours

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

Telephone

+19038921234

Website

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