More Than A Source....Your Solution

Texas First Bank in cooperation with SWBC Investment Services is committed to providing peace of mind through sound financial guidance. Our financial professional can help you answer important questions while avoiding common mistakes, including

  • What investment choices should I make in my 401(k) plan?
  • Do I have enough insurance to protect and provide for my family?
  • How much do I need to save to retire comfortably? 
  •  Am I maximizing my return on investment, or do I have other choices?
We offer answers and a professional to turn to for help.
 
Contact Paul Grover today to schedule your FREE
consultation at 409-771-3050, or 281-851-6508.
Calculators

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.

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Newsletters

Put Some Infrastructure in Your Portfolio

The normally placid muni bond market has been roiled by a confluence of variables related to the stock market, slow economic growth, and credit-market woes. One result has been yields high enough to get the attention of investors who normally stick to Treasurys.

When It Comes to IRAs, Know Your Limits

In recent years, IRAs have become the single largest vehicle for retirement savings in the United States.

Recapping Market Capitalization

The blurring of lines between large-cap, mid-cap, and small-cap companies is an indication that it may be time to evaluate whether your portfolio holdings have shifted toward or away from your investment objectives.

The Most Important Blank

The most important document in an estate conservation strategy might not be a will or any other document a lawyer was paid to create, but rather your retirement account beneficiary form.

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