Texas Assured Financial Planning LLC

The firm serves individual clients, including high‑net‑worth individuals, and provides investment management, comprehensive financial planning (both project‑based and ongoing), and tax return preparation. It is a fee‑only, solo advisory that typically manages client accounts on a discretionary basis when investment management services are engaged.

The investment approach centers on strategic asset allocation informed by modern portfolio theory and a combination of passive and active vehicles, with an emphasis on low‑cost ETFs and mutual funds tailored to each client’s goals and risk tolerance. Portfolios are reviewed regularly (quarterly) and the firm may employ tactical adjustments and tax‑aware measures, such as tax‑loss harvesting, when deemed appropriate while accommodating client‑imposed investment restrictions in writing.

Noteworthy aspects include an affiliated tax‑preparation business and the principal’s dual credentials as a CFP® professional and enrolled agent, which facilitate integration of tax planning with investment and financial planning advice. The firm’s very small scale—one advisor, a very small client base, and modest assets under management—means client relationships are directly managed by the advisor, and trades are implemented on an individual account basis rather than via aggregated block trading.