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Planning Your
Financial Future


Thinking about Tomorrow

T O D A Y

Your Unique Investment Plan


Whether you are saving for college, working toward a financially secure retirement, or simply wanting to protect yourself and your family from the prospect of financial uncertainty, a knowledgeable Financial Advisor can work with you to develop an investment plan aligned with your needs and goals. At Texans Financial, our goal is to make a difference — for you, your family and your future.

Check the background of the investment professionals associated with this site: FINRA Brokercheck.org.

Our Mission

It is our mission to positively impact our clients’ futures by providing customized, quality tools and resources to help them pursue their financial goals. 

We are also committed to maintaining the highest standards of integrity and professionalism in every relationship
with our clients.

 

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Texans Credit Union and Texans Financial are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Texans Financial, and may also be employees of Texans Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Texans Credit Union or Texans Financial.

 

Securities and insurance offered through LPL or its affiliates are:

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This site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives. LPL Financial U.S. registered representatives may only conduct business with residents of the states for which they are properly registered: AL, AZ, AR, CA, CO, FL, GA, HI, IA, IL, KS, KY, LA,  MS, NH, NM, MO, NC, CJ, NY, OH, OK, TX, VA, WA, WY. Please note that not all of the investments and services mentioned are available in every state.

Texans Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html.

LPL Financial Form CRS

© Copyright 2023 Texans Financial

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