Ongoing Support and Oversight


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Advice for

L I F E

It takes time and careful consideration to develop and maintain an investment plan.

A successful plan requires monitoring and rebalancing of investments, keeping track of paperwork, and staying abreast of constantly changing regulations. It also means reviewing your strategy to accommodate changing priorities and goals to make sure you remain on track.

 

Integrated Strategies

Your LPL Financial Advisor can help you sift through the many options available to create a unique investment strategy. With access to a wide range of financial products and services—including investment analysis, mutual funds, annuities, and life insurance—your LPL Financial Advisor will work with you to build a diversified portfolio of professionally managed investments with a goal to optimize potential returns and address risk. Your LPL Financial Advisor has the experience to assist you with the following products and services:
 

Breadth and Depth of Products

  • Advisory Accounts

  • Exchange traded funds

  • Fixed and variable annuities

  • Insurance

  • Mutual funds

Essential Financial Services:

  • Asset Allocation

  • Business Planning

  • Retirement Planning

  • College Savings

  • Estate Planning

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

© Copyright 2018 Texans Financial

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.

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. Insurance products offered through LPL Financial
or its licensed affiliates.  Texans Credit Union and Texans Financial are not registered broker/dealers and are not affiliated with LPL Financial.