Lovett and Associates Financial Group

Lovett and Associates Financial Group ® Financial Advisement helping Texas families plan for and enjoy a successful retirement since 1978.

Registered Representative offering securities and advisory services through Cetera Advisors LLC, member FINRA/SIPC, a broker-dealer and a Registered Investment Advisor. Cetera is under separate ownership from any other named entity.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
09/08/2026

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gaine...
09/07/2026

Markets pushed higher in August as AI-driven optimism helped investors look past softer economic data. The S&P 500 gained 2.62% and the S&P/TSX Composite rose 2.96%, even as softening retail sales kept consumer spending in focus. Back-to-school season adds another data point to that story, with spending expected to reach \$146.8 billion in the U.S. and \$4.5 billion in Canada this year.

The Standard & Poor’s 500 Index advanced 2.62 percent, while the Nasdaq Composite rose 3.93 percent. The Dow Jones Industrial Average lagged, adding 1.34 percent. The S&P/TSX rose 2.96 percent.1,2

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might inc...
09/07/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

When considering a record keeping system for your business, you need to ask yourself some very important questions
09/04/2026

When considering a record keeping system for your business, you need to ask yourself some very important questions

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Want to test your life insurance knowledge? Take our quiz and find out where you rank.
09/03/2026

Want to test your life insurance knowledge? Take our quiz and find out where you rank.

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

For people with portfolios that generate considerable dividend and interest income, managing those distributions could r...
09/02/2026

For people with portfolios that generate considerable dividend and interest income, managing those distributions could reduce your tax liabilities. A few tax-efficient moves can make a big difference.

Looking to reduce your tax burden? Learn tax-efficient investment strategies that could help you keep more of your money.

A home is the single largest financial commitment for most people. What mortgage fits you best?
09/01/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

10 tips that can head-off marriage money problems.
08/31/2026

10 tips that can head-off marriage money problems.

Couples may be able to head off many of the problems in a marriage that money can cause.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
08/28/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

There are benefits and limitations when using a living trust.
08/27/2026

There are benefits and limitations when using a living trust.

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

Address

16100 Badger Ranch Boulevard
Woodway, TX
76712

Opening Hours

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

Telephone

+12547511256

Website

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