Planning Your Financial Future: Thinking about Tomorrow, Today
Helping You Pursue Your Financial Goals
At Aggieland Financial Solutions, our goal is to make a difference—for you, your family and your future. Whether you are saving for college, working toward retirement or building a legacy for you and your family, Aggieland Financial Solutions can work with you to develop an investment plan aligned with your needs and goals.
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What We Do
We do not sell proprietary investment products, or
have investment banking relationships to promote, which enables us to provide objective recommendations.
We provide objective financial advice and guidance to help position you for financial success.
As your active partner, we are committed to providing you with a financial plan that will help you pursue your needs and goals, no matter where life takes you.
People, circumstances and the economy change. Our suite of services can guide you through every step of the way as you work towards your lifelong goals.
Our Financial Consultant can help you with any of the following and more:
✓ 529 College Savings plans
✓ Annuities (Fixed, Immediate, Index, Variable)
✓ Brokerage Accounts
✓ Certificates of Deposit
✓ College Fund Planning
✓ Custom Portfolios
✓ Financial Planning
✓ Insurance Planning
✓ Life Insurance (Term, Universal, Whole, Variable)
✓ Long Term Care Financial Plans
✓ Money Management
✓ Mutual Funds
✓ Portfolio Analysis
✓ Portfolio Management
✓ Professionally Managed Investment Accounts
✓ Retirement Planning
✓ SEP and Simple IRAs
✓ Traditional and ROTH IRAs
✓ Trust Accounts
Guided Wealth Portfolios
The path to your financial goals is personalized for your specific stage in life, and will change as your life changes. If you ever have any questions, your advisor is only a phone call away.
See your GWP accounts in one place, open new accounts, view your portfolio, and make updates via your personal portal. The technology makes the process fast and easy.
at a lower cost
We can implement your personal road-map using proven investment techniques. Receive allocations designed for you and your savings goals, and benefit from trading techniques that may increase diversification and can help reduce taxes.