Greater Texas Financial Solutions

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.

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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 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:

 
 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
 
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.
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

Daniel Butcher 

Daniel works with different clients, from individuals, families, to small and businesses.  His focus is on complete financial education and service, including planning, budgeting, investing, credit management, and more.  He’s often out in the field visiting clients at their business, and giving educational seminars on different financial topics.

Daniel Butcher
Wealth Advisor
(512) 501-8316
danielbutcher@gtfcu.org
Begin Your Financial Planning Journey with Daniel


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:

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.

LPL Financial Form CRS


























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