OUR SERVICES

Analysing Data
Financial Planning

Our job is to guide you on the path to pursue financial success.

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Market Analysis
Investment Management

Our core focus strives for an appropriate portfolio construction tailored to the client with downside risk management.

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Income Strategies

Our income techniques seek to

establish steady income streams and minimizing tax consequences.

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Social Security Optimization

Our financial plans work towards maximizing social security benefits for you and your family.

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Tax Planning

We educate you on the impact of withdrawing from your retirement accounts.

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Corporate Retirement Planning

Our fund line up is built with your employees in mind. 

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Insurance & Risk Planning

We review your existing coverage and policies that may impact your financial plan.

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Estate Planning

We seek to distribute your assets in an effective manner while minimizing unwanted tax bills.

Securities & Investment advice offered through LPL Financial, Member FINRA/SIPC. Texas Private Wealth Advisors is a  separate entity from LPL Financial.  This information was developed as a general guide to educate plan sponsors, but is not intended as authoritative guidance or tax or legal advice.  Each plan has unique requirement and you should consult your attorney or tax advisor for guidance on your specific situation.  In no way  does advisor assure that, by using the information provided, plan sponsor will be  in compliance with ERISA regulations.   

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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: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NE, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY. Please note that not all of the investments and services are available in every state.  

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