We’re Investment Advisory Representatives, here to help ensure that your finances are preserved. We want to help you understand every facet of the investing process so that you are able to achieve a more full financial future. Whether you need help in planning your estate, understanding the world of stocks and bonds, or choosing the perfect insurance, we have your back. With years of experience behind us, we understand the world of finances through and through. When you work with us, we are here for you – to answer your questions, address any and all concerns, and help strengthen your knowledge about the world of finances so that you understand what we’re doing and why we’re doing it for you.
As Investment Advisory Representatives, we have a legal fiduciary responsibility to our clients. This means that every choice, every decision, every detail that is made is with your best interest in mind. There are no secret, backroom deals when it comes to your finances being managed by an Investment Advisory Representative. Clients are truly Number One in the minds of IAR’s. The decisions that we make together will be to help further your interests. It is for that reason that each transaction is made with as much care as is possible.
We want to help you build a sustainable future. We offer sound, solid advice that is tailor-made for each client. This means that you will have a personal relationship with your IAR, allow you access through every step of the process – whether it’s just a handful of consults or a lifetime relationship.
Take a moment to speak with us, and we’ll show you exactly how we differ from the average Investment Advisor Representative.
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.