Greater Texas Financial Solutions

Helping You Pursue Your Financial Goals

At Greater Texas 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, Greater Texas Financial Solutions can work with you to develop an investment plan aligned with your needs and goals.

Check the background of investment professionals associated with this site on FINRA’s BrokerCheck.

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Get objective, professional guidance every step of the way.

Financial Planning

Comprehensive financial planning including college planning, estate planning and more.

Retirement

Retirement planning for individuals and small businesses, 401k rollovers, and more.

Investment

Investment management through stocks, bonds, annuities, mutual funds and more.

Insurance

Insurance services, including life, disability and long-term care.

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:

401K 529 College Savings plans Annuities (Fixed, Immediate, Index, Variable) Bonds 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 Stocks Traditional and ROTH IRAs Trust Accounts

Guided Wealth Portfolios

Utilize our Guided Wealth Portfolios to help you with your investment journey

Personalized planning,
service, and advice

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.

Intuitive, intelligent
technology

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.

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Advanced wealth management
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.

Meet Our Financial Consultants

Joe James, CFP®

Joe helps clients and their families work toward their financial goals by providing analysis and guidance on critical wealth management issues, such as investments, retirement accumulation and distribution strategies, insurance reviews, college planning and estate planning advice.

Joe James
Vice President
(512) 501-8211
joejames@gtfcu.org

Begin your Financial Planning Journey with Joe

Greta Messarra Woodward, CRPC^®

Greta has passionately served in the financial industry since 2000 and maintains several licenses including insurance and the Chartered Retirement Planning Counselor designation. Greta says the most important part of being a financial advisor is the freedom to put her clients first and to always do what is right, backed by the commitment to provide quality investments and excellent service.

Greta Messarra Woodward
Financial Consultant
(512) 501-8260
gretamessarra@aggielandcu.org

Begin Your Financial Planning Journey with Greta

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Greater Texas Credit Union and Greater Texas Financial Solutions are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using Greater Texas Financial Solutions, and may also be employees of Greater Texas Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Greater Texas Credit Union or Greater Texas Financial Solutions. The Greater Texas Financial Solutions site is designed for U.S. residents only. The services offered within this site are offered exclusively through our U.S. registered representatives.

Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or
Any Other Government Agency

Not Credit Union
Guaranteed

Not Credit Union
Deposits or Obligations

May Lose Value

LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AL, CA, CO, GA, MO, NJ, OH, TX, and VA.