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Investment Management

10044628At Texas 1st Wealth Management, LLC, we believe no two investors are alike. In order to help each client meet their financial goals, we have a team-oriented approach to investment management and a client focused culture that is fundamental to our investment process.

Our advice and recommendations are tailored to our clients’ investment goals, desired return objectives, risk tolerance, time horizon, cash requirements and tax situation. Our investment strategy is designed based on your long-term investment goals of preserving principal, maximizing income or accumulating capital.

As a fiduciary, we have an obligation to ensure the appropriate products are chosen based on the client’s best interest. Therefore we develop your personalized asset allocation model based on individual risk tolerance, objectives and financial needs.

Our goal is to maximize your investment returns through diversification of your assets and a disciplined investment philosophy combined with rigorous risk management.

Will you run out of money in RETIREMENT?


Red means “Out of Money”

Will you run out of money?  Our easy to understand software will take into account all of your investments, social security, pensions, savings and life events.  It will then show you clearly “in red” if you will have shortfalls.  We can then work together to figure out how to avoid this problem.

Get More Social Security

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The difference between the best and worst possible decision of when to elect Social Security can be well over $100,000!

Case Study: A 62-year-old couple with one above average earner (PIA $1,800) and a lesser earning spouse(PIA $1,000), whoboth live to average life expectancycould loseover $60,000in familybenefits bymaking the worst possible decision for when to take Social Security.

  • If they both elect at age 62, they could be losing over $50,000
  • If they both elect at age 66, this couple could still be leaving $30,000 on the table!

Simply delaying benefits isn’t the answer either.  

  • If they both delay to 70,they could be losing over $40,000!

What if you could analyze hundreds of election age combinations and determine which was the best option for you?

The Solution: Presenting The Social Security Maximization Report

Using software analysis, we examine hundreds of possible combinations, including 81 possible agecombinationsacross ninepossibleelectionstrategiesandfindtheoneoptionthatoffersthehighestexpectedlifetimebenefit. We provide a summary of the best, worst and two common election strategies. To get Your FREE Social Security Maximization Report Click Here. Find Out How Much You Stand to Lose by NOT Using a Social Security Maximization Strategy.

If you meet with Texas 1st, you will also discover:

  • How to  increase your lifetime benefits by tens of thousands of dollars
  • How to increase  your monthly benefit by 8% a year…guaranteed
  • How and when to claim spousal benefits.
  • How to collect benefits on an ex-spouse
  • How you can fill the income gap left by Social Security
  • How to correct a filing mistake and raise your monthly benefit
  • How your Social Security check is affected by working after filing for benefits.
  • How working on a job that doesn’t pay into Social Security affects your benefit.
  • How filing early could leave your surviving spouse at risk

Would you like to learn how you can do any of this?

Click Here to See if You Qualify to Meet With Us