Financial Services
Clear guidance, disciplined planning, and proactive service—so you can turn assets into income and retire with confidence.
What We Do
Texas Retirement Solutions is here to help you manage your finances so you can pursue your ultimate goals.
Financial Planning
Our financial planning process is a thorough, yet simple way for you to take the first step toward reaching your financial goals. Throughout our process, we can help develop customized financial strategies that can turn your goals into reality.
Insurance Services
Some retirees underestimate the impact a big market loss may have on the future of their income. Insurance can help protect more than just your physical assets — it can help protect your future. We specialize in using insurance products and strategies to safeguard retirement nest eggs.
Estate Planning
Estate planning is the art of making sure your loved ones still talk to each other after you pass on. Build this essential element into your comprehensive retirement plan.
Medicare
Medicare is the federal health insurance program for people 65+ and certain others with qualifying conditions.
- Medicare Insurance
- Medicare Supplemental Insurance
- Medicaid Crisis Planning
Retirement Planning
We take the time to get to know you and answer the key questions that drive a confident retirement strategy.
- What do you want your retirement to look like?
- How will your savings fund that vision?
- How can we position assets for confidence and peace of mind?
- What’s the plan when the unexpected happens?
- What happens to your assets when it’s time to pass them on?
Individual Planning
Have you ever wondered…
- Am I making the most out of my 401(k)?
- Am I properly covered on my insurance policies?
- Am I on track with my retirement and savings goals?
- What are my alternatives when the market goes negative?
- What happens to my loved ones and estate if I can’t manage them?
Grow • Preserve • Give
Three ways we help you plan with purpose—so your money supports the life and legacy you want.
Prepare for retirement by putting your hard-earned assets to work.
- Annuities
- Asset Protection
- Charitable Giving
- College Funding
- Deferred Income Annuity
- Estate Planning
- Fixed Indexed Annuities
- Guaranteed Income Through Annuity Planning
- Immediate Annuity
- Income Planning
- Investment Planning
- IRA Legacy Planning
- IRA & 401(k) Assets and Planning
- IRA, 401(k) and 403(b) Rollovers
- Lifetime Income Planning
Protect the assets that can help you live the retirement you’ve always imagined.
- Cash Needs Planning
- Critical Illness Insurance
- Final Expense Life Insurance
- Funeral Trust Insurance
- Health Care Planning
- Indexed Universal Life Insurance
- Insurance and Mortgage Solutions
- Life Insurance
- Living Benefits Insurance
- Long Term Care Insurance
- Mortgage Protection Insurance
- Short Term Major Medical Insurance
- Personalized Portfolio Management
- Tax Optimization Strategies
Provide for the people and causes you care about the most.
- Income and Expense Analysis
- Inflation Plan
- Legacy Planning
- Longevity Protection
- Retirement Income Planning
- Retirement Income Strategies
- Safe Money Options
- Social Security
- Social Security Maximization
- Spousal Plan
- Tax-Efficient Strategies
- Trusts & Estates
- Wealth Management
- Wealth Planning