Client Resources

We know that today, more than ever, there is an overwhelming amount of financial information available and it can be confusing to know which options make the most sense for you. You need the guidance of a skilled and experienced professional to help you make appropriate decisions for you financial future. At Capital Securities of Texas, we are committed to providing the most accurate market and account information and delivering that information in way that is easy to understand.

We are dedicated to providing services that will cover all of your financial needs.  Alan and I have made strategic partnerships that help us provide Medicare supplement education and plan comparison, wills and trusts, long term care and life insurance options, debt elimination strategies, and budget planning alongside the investment services we provide our clients. The goal being to provide our clients a comprehensive service covering all of their financial needs for their life and beyond.

Account Access

Financial Planning Tools

  •  Financial Glossary – Instantly look up the definition of thousands of financial terms.
  •  Financial Calculators – Explore information on a variety of financial topics such as “When should I begin saving for retirement”, or “How long will my money last?”.
  • Social Security Quick Calculator – Use this quick calculator to estimate your Social Security earnings.

 

 

 

Indices mentioned are unmanaged and cannot be invested into directly. Past performance is not a guarantee of future results.

The information being provided is strictly as a courtesy. When you link to any of these web-sites provided herein, Capital Securities of Texas makes no representation as to the completeness or accuracy of information provided at these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, sites, information and programs made available through this site.

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Capital Securities of Texas