Enjoy The Dream of Retirement Income

It’s time to make a choice. Plan for your future.

It’s as simple as making a phone call and sitting down with a Financial Advisor.

We offer various financial services, including: retirement planning, estate planning, and insurance services.

However, we specialize in fixed-income investing.

Why should I work with an Investment Advisory Firm?

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Financial Advisors are not here to sell, but to guide.

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Financial Advisors are not tied to any specific family of funds or investment products.

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Financial Advisors are here to serve your interests – no one else’s.

We Will Help…

IDENTIFY YOUR NEEDS

Determine what your objectives are and evaluate your current financial state:

  • Assets versus liabilities.
  • Cash inflow versus outflow.
  • Your needs versus your wants.

Determine a financial plan that is tailored to you.

Recommendations to you, the client.

An ongoing review of performance.

We will check in with you as regularly as you prefer.

Implement a financial plan.

 

Wealth Management

We believe our clients want preservation of their principal!

Tax Advisors

We will evaluate your needs and offer you potential solutions!

Insurance Services

Your financial future doesn’t have to be complicated!

Weekly Market Commentary

Weekly Market Commentary

-Darren Leavitt, CFA Markets pushed back on an early week sell-off to close at record highs for the S&P 500 and NASDAQ.  A building sense that the market is due for a pullback was met with inline consensus inflation data, continued outperformance in the...

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Weekly Market Commentary

-Darren Leavitt, CFA The S&P 500 and the Dow Industrial Average forged new all-time highs despite investors taking profits early in the holiday-shortened week.  Semiconductor stalwart NVidia’s fourth-quarter earnings results induced a massive rally in the stock...

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Weekly Market Commentary

Weekly Market Commentary - 2/16/2024 -Darren Leavitt, CFA Wall Street took a breather last week as hotter-than-expected inflation data forced investors to recalibrate their expectations for rate cuts from the Federal Reserve.  Mega-cap issues that have been...

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IRA Blog

A WAY TO JUMP-START 529-TO-ROTH ROLLOVERS

By Ian Berger, JD IRA Analyst Follow Us on X: @theslottreport We have covered in The Slott Report the new SECURE 2.0 provision that allows unused 529 plan funds to be rolled over to Roth IRAs. It originally appeared that this new rule was to be effective for 2024....

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Market Review and Outlook

June 2022 Market Review and Outlook

Monthly Commentary - June '22 -Darren Leavitt, CFA It was just an ugly month of June for investors and for that matter the 1st half of 2022.  All asset classes seemed to fall except for the US dollar.  The month started with a “peak inflation” narrative that was...

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April 2022 Market Review and Outlook

Monthly Market Commentary – April ’22 -Darren Leavitt, CFA Global financial markets had a rough month in April. Inflation continued to be top of mind for investors as data continued to show historic increases in prices. The Federal Reserve still appears to be behind...

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January 2022 Market Review and Outlook

Monthly Market Recap for January 2022 -Darren Leavitt, CFA It was not a pleasant start to 2022 for investors as global financial markets took a few steps back. Increasing inflation concerns and the prospect for higher interest rates dampened sentiment. The Omicron...

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These are not the opinions or recommendations of Texas Retirement Solutions or Sound Income Strategies LLC, but rather of third party contributors.

A Legal Fiduciary Responsibility

As a Investment Advisory Representative, I have a legal, fiduciary responsibility to work in your best interest. I offer a complete range of investment services, from managing money in the market to more conservative investments. What every client needs is different, and I’m here to help you plan for your future and your children’s future. I act in your best interest every time to the utmost of my ability.

Rusty Donohue, CLU, ChFC is a fiduciary financial advisor. A fiduciary financial advisor is held to the highest legal and ethical duty to represent his clients’ best interests regarding their total asset portfolio management.  As a result of this licensing, we are happy to announce that we now offer our clients Assets Under Management opportunities through our partnership with Sound Income Strategies, an SEC Investment Advisory Firm that specializes in building actively managed investment portfolios based on your goals and objectives.

If you have market based investments and are not happy with your performance, or you feel you are paying too much in fees I have announcement just for you; I am happy to announce my partnership with Sound Income Strategies, an SEC Investment Advisory Firm that specializes in building actively managed investment portfolios based on your goals and objectives.

Sound Income Strategies uses asset classes with low internal fees, like ETF’s, Index funds and no-load mutual funds. By attempting to limit the downside through risk management and the ability to move to cash quickly, Sound Income Strategies strives to achieve consistent growth of your money for years to come.

As a fiduciary, we are not paid commissions. Rather we are incentivized to grow your portfolio. The more you grow, the more we grow.

The last decade has shown us that the traditional buy and hold strategy of investing may not be the most efficient due to changing global valuations and extreme price movements.  Instead of being constrained to a “fixed mix” of asset classes, Sound Income Strategies employs tactical asset allocation which allows the portfolio manager to change the mix of asset classes, find value across the entire global palette of asset classes and, if needed, move to cash.

Our Services

We strive to provide access to services that help meet our clients’ financial needs. For services not listed below, we have also built trusted relationships with outside professionals that are experienced in assisting our clients. We may be able to help provide you with…

Book a FREE Consultation Today! (806) 242-0550

All written content on this site is for informational purposes only. Opinions expressed herein are solely those of Texas Retirement Solutions and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. Investing involves risk. There is always the potential of losing money when you invest in securities. Asset allocation, diversification and rebalancing do not ensure a profit or help protect against loss in declining markets. All information and ideas should be discussed in detail with your individual advisor prior to implementation. The presence of this website, and the material contained within, shall in no way be construed or interpreted as a solicitation or recommendation for the purchase or sale of any security or investment strategy. In addition, the presence of this website should not be interpreted as a solicitation for Investment Advisory Services to any residents of states where otherwise legally permitted to conduct business. Fee-based financial planning and Investment Advisory Services are offered by Sound Income Strategies, LLC, an SEC Registered Investment Advisory firm. Texas Retirement Solutions and Sound Income Strategies LLC are not associated entities.