We provide the following services:
- Retirement Planning—Design an investment strategy to help you pursue your retirement goals.
- Tax-Advantaged Investing—We can show you how to reduce your tax liability and let more of your money work for you.
- College Planning—Create a savings plan so you are ready when your children are.
- Investment Portfolio Analysis—Review your current investments for optimal performance and diversification.
- Tax-Free Rollover—Get advice on how to move your company retirement plan (401(k), SEP, Pension, etc.) into an IRA and avoid the common mistakes made by some individuals.
- Business Retirement Plans—Develop a retirement plan for you the business owner and your employees.
- Brokerage Services—Explore various investment options, such as mutual funds, stocks, bonds, ETFs, and annuities (fixed, indexed, and variable).
- Professional Account Management—Your financial advisor, in partnership with LPL Financial LLC, can manage your investments utilizing a wide selection of experienced money managers.
Products For You:
- Mutual Funds
- Stocks & Bonds (Tax-Free & Taxable)
- Annuities—Fixed, Variable & Fixed Index
- Exchange Traded Funds (ETF)
- Real Estate Investment Trusts (REIT)
- Individual Retirement Accounts—Roth IRA & Traditional IRA
- Business Retirement Plans
- Wealth Management Accounts
- College Funding Plans
Our commitment to you is to help you build, manage and preserve your wealth by understanding your individual goals and dreams. We are a partner you can trust as a source for sound, personal financial advice – both now and for years to come.
Our investment team is lead by Jim Blazek, a CPA with over 30 years of financial experience. Jim has been assisting the members of Texas Trust Credit Union for over 20 years. He leads an experienced team of individuals who are dedicated to providing outstanding client service.