Your Retirement Income Planning Checklist
With this guide, you'll discover:
Get your copy today Download This Guide
![arrow arrow](https://nowthatssmartretirement.com/wp-content/uploads/2018/09/arrow-1.png)
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.
![james-holloway-sr james-holloway-sr](https://nowthatssmartretirement.com/wp-content/uploads/2020/04/james-holloway-sr.jpg)
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).
![cheryl_web cheryl_web](https://nowthatssmartretirement.com/wp-content/uploads/2020/05/cheryl_web.jpg)
Receive Your Retirement Income Checklist Today!
Get your instant download!
![TexasF&R_Logo_ TexasF&R_Logo_](https://nowthatssmartretirement.com/wp-content/uploads/2020/04/TexasFR_Logo_.png)
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