Wealth... By Design.
The markets are dynamic and are constantly changing. At Texas 1st Wealth Management we offer professional active management for your retirement portfolio expressly designed to provide you more consistent returns over time and greater peace of mind.
Why Us?
At Texas 1st Wealth Management, we offer investment strategies to fit any stage of your career. If you are at the beginning of your career, we offer strategies that emphasize growth. For individuals further on in their career, we provide strategies that focus on income as well as growth. And if you are nearing retirement or are already retired, we have strategies which concentrate on producing steady income. Further, we customize each strategy to fit your personal level of tolerance for risk. We want you to enjoy your investing experience.
Disclosure
All written content on this site is for information purposes only. Opinions expressed herein are solely those of Texas 1st Wealth Management,, LLC, and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-only financial planning and investment advisory services are offered by Texas 1st Wealth Management, LLC, a Registered Investment Advisor in the State of Texas. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Texas or where otherwise legally permitted.
Terry Elder
Terry Elder is President of Texas 1st Wealth Management, LLC. Terry has been a Certified Financial Planner since 1998 and has served the Houston community since 1980 helping individuals and their families make important financial decisions. Terry’s goal is to help individual investors and their families achieve their lifetime financial goals through careful planning and expert money management.
Our Firm
Texas 1st Wealth Management, LLC is a registered investment advisory firm with the State of Texas. We offer individual money management for individuals seeking to reduce risk of loss and to earn a better return over time, either in the form of growth or dividends. We offer a choice of active management strategies to fit each of our "investors” personal tolerance for risk and individual time horizon.
3rd Party Managers
You can manage your account yourself, or you can choose to have a 3rd party money manager do it for you.
|
|||
Texas ORP / 403 (b)
As an employee of a non-profit (501-C-3) institution, i.e. a college, university, public school, or hospital, you may defer up to $16,500 of your annual salary into a tax deferred account.
(IRS Code 403(b)) If you are 50 or older, you may defer up to $19,500.
In addition, if you have worked for a qualified college, school, or hospital for 15 years or longer, you may defer another $3,000 on top of that (“lifetime catch-up”).
Quote of the Day...
Our lives begin to end the day we become silent about things that matter.
Martin Luther King, Jr.
Take a Poll
Our Locations
Humble, Texas 77396
281 . 445 . 4869 ( t )
281 . 507 . 1852 ( c )
terry@yourorp.com ( e )