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Planning Your Financial Future: Thinking about Tomorrow, Today
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.
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.
What We Do
We do not sell proprietary investment products, or have investment banking relationships to promote, which enables us to provide personalized recommendations.
We provide customized financial advice and guidance to help work toward your 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:
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✓ 401K
✓ 529 College Savings plans
✓ Annuities (Fixed, Immediate, Index, Variable)
✓ Bonds
✓ Brokerage Accounts
✓ Certificates of Deposit
✓ College Fund Planning
✓ Custom Portfolios
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✓ Financial Planning
✓ Insurance Planning
✓ Life Insurance (Term, Universal, Whole, Variable)
✓ Long Term Care Financial Plans
✓ Money Management
✓ Mutual Funds
✓ Portfolio Analysis
✓ Portfolio Management
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✓ Professionally Managed Investment
✓ Accounts
✓ Retirement Planning
✓ SEP and Simple IRAs
✓ Stocks
✓ Traditional and ROTH IRAs
✓ Trust Accounts
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Guided Wealth Portfolios
Intuitive, intelligent
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.
Your Credit Union ("Financial Institution") provides referrals to financial professionals of LPL Financial LLC ("LPL") pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
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:
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Not Insured by NCUA or |
Not Credit Union |
Not Credit Union |
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.
