FINANCIAL SERVICES, L.P.
Texoma Financial Services, L.P. is a local firm dedicated to understanding client needs. We provide our clients with an objective resource that offers advice based on your financial needs and goals. Our primary interest is meeting our client needs and providing an exceptional level of personal service and attention to detail.
A COMPREHENSIVE APPROACH
Finances are just one aspect of your life – a life that is probably filled with so many activities, relationships and pressing priorities that you often don’t have time to think about your financial plan.
While you may not spend much time actively planning for your financial future, chances are you think about money fairly often. Your financial situation impacts virtually all other areas of your life. That’s why we don’t focus solely on investment strategies – we consider all of your life goals as part of our financial planning process.
Our individual clients’ needs are specific, so our planning process will vary from client to client. Depending on your situation, we can help you:
• Evaluate existing assets and liabilities to determine their effectiveness in your financial model.
• Develop a strategic financial model designed to help you achieve your specific objectives.
• Implement financial strategies to help protect and invest your wealth.
• Protect your financial future against the unexpected by helping you put effective strategies in place.
• Preserve and prudently manage your assets after retirement and for future generations.
Securities, investment advisory and financial planning services are offered through qualified registered representatives of MML Investors Services, LLC, member SIPC (www.sipc.org). Supervisory address 10000 N Central Expressway Suite 1200, Dallas, TX 75231 (972) 348-6300. Texoma Financial Services is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies.
We have individuals who are licensed to sell insurance in the following jurisdiction: Texas, Maine, Washington, Colorado, Kansas.
We have individuals who are licensed to sell securities in the following jurisdiction: Texas, Arizona, Arkansas, Wisconsin, Colorado, Florida, Louisiana, North Carolina, Oklahoma, South Carolina, Washington, Maine.
We cannot communicate with, nor respond to requests from users who reside in jurisdictions where we are not licensed to conduct insurance and/or securities business.
123 N. Crockett St, Suite 300
Sherman, TX 75090