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Retirement Kit

Request this kit that includes three separate guides addressing several retirement topics.

  • why work with Signature Financial Advisors
    At SFA, we recognize that our clients are as unique as their signatures. We create customized solutions, so our clients can enjoy their lives with less stress.

    Signature Financial Advisors

    We are a financial services firm rooted in the community and have developed our business by creating close, personal relationships with our clients. When you have financial concerns, we want to help you address them.

    We bring together a group of advisors with over 100 years combined business and financial experience, providing a unique insight to the issues and opportunities clients may face.

    Our partners have professional designations in following areas:

    We’re happy to meet with you whenever is most convenient for you. Contact us at info@MySignatureFA.com  or call us at 713-552-7000 to schedule a time to discuss your financial situation and the potential role of insurance or investments in your financial strategy.

    Our Mission


    As independent advisors, we act as valued partners who can help tie your investment plan to your overall life plan. We work as your partner, providing you with guidance on an ongoing basis.

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    DO YOU KNOW YOUR RISK NUMBER?

    Risk Number® technology objectively calculates an investor's true risk tolerance, utilizing a scientific framework that won the Nobel Prize for Economics. By taking a 5 minute quiz, we will be able to pinpoint and quantify your exact risk tolerance, which will then help you align your current portfolio with your true investment goals and expectations. This is easily the best technology we use in our practice and it gives our clients an edge in understanding risk.

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    Take the Quiz
    Signature Financial Advisors, LLC is an investment adviser registered with the State of Texas. Advisory services are only offered to clients or prospective clients where Signature Financial Advisors, LLC and its representatives are properly licensed or exempted.

    Content prepared by Kara Stefan Communications.

    We are an independent firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. This material is intended to provide general information to help you understand basic financial planning strategies and should not be construed as financial advice. All investments are subject to risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. The information contained in this material is believed to be reliable, but accuracy and completeness cannot be guaranteed; it is not intended to be used as the sole basis for financial decisions.

    If you are unable to access any of the news articles and sources through the links provided in this text, please contact us to request a copy of the desired reference.