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Your Retirement Income Planning Checklist
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Meet James Holloway Sr.
James has been helping clients define and pursue their financial and retirement dreams for more than 25 years. His firm serves as a financial and retirement advisory practice and consumer advocate for Texas retirees and pre-retirees.
Meet Cheryl Smith
Cheryl has more than 20 years of experience helping clients realize their financial and retirement goals. She passed her Series 7 and 63 securities exams as well as her life/health and property and casualty insurance licensing exams. She graduated from The American College, earning the designation of Chartered Life Underwriter (CLU).
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2405 Oak Alley | Tyler, TX 75703
Phone: 903.534.5477
bestclients@texasfinancialandretirement.com
By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.
Securities offered through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. MAS and Texas Financial and Retirement, LLC are not affiliated companies. AEWM and Texas Financial and Retirement, LLC are not affiliated companies. 785333 - 12/20
