Texoma Financial Services, L.P.
Texoma Financial Services, L.P.
TFS is a local financial planning firm dedicated to serving clients who need accurate and customized advice about investments and insurance.
Ours is the art of comprehensive planning.
Ours is the art of comprehensive planning.
Paint the picture of your ideal future in your mind's eye. What does it look like? The adventures that await you in the future depend on your plan for financial stability now and that's what inspires us.
At TFS we don't focus solely on investment strategies. We're about the art of comprehensive planning and no two plans are the same.
Our Services
Our Services
Evaluate existing assets and liabilities to determine their effectiveness and impliment plans to reach your goals. *
Insurance
Insurance
Financial Planning
Financial Planning
Investing
Investing
Review and implement insurance strategies to efficiently mitigate financial risks.
Implement financial strategies to help protect and invest your wealth.
* Please note that you can implement your financial plan at the financial institution of your choice. Implementation of specific products or services may result in commissions or fees outside of the financial plan fee.
Let's talk.
If you have questions, please contact us to schedule an initial meeting at no charge.
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 14241 Dallas Parkway, Suite #1200, Dallas, TX 75254 (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, North Carolina, South Carolina, Oklahoma.
We have individuals who are licensed to sell securities in the following jurisdiction: Texas, Arizona, Wisconsin, Colorado, Florida, Louisiana, North Carolina, Oklahoma, Washington, Maine, North Carolina.
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.
CRN 202604-4116623
We have individuals who are licensed to sell insurance in the following jurisdiction: Texas, Maine, Washington, North Carolina, South Carolina, Oklahoma.
We have individuals who are licensed to sell securities in the following jurisdiction: Texas, Arizona, Wisconsin, Colorado, Florida, Louisiana, North Carolina, Oklahoma, Washington, Maine, North Carolina.
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.
CRN 202604-4116623