Instant Download Your Retirement Income Planning Checklist


Your Retirement Income Planning Checklist

With this guide, you'll discover:

How to plan for a long life

Why you may need a housing plan (or two)

What taxes really look like in retirement

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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.


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).


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2405 Oak Alley | Tyler, TX 75703
Phone: 903.534.5477

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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