Individual retirement accounts (IRAs) are tax-advantaged accounts designed for savings and investments over time. These are the accounts where you can save for life after you stop working full time in retirement. Generally, these types of accounts are designed for people to use outside of their job's 401(k). Despite the similarity in name IRAs and Roth IRAs do differ in some respects that deal with tax deductions, fund accessibility, and eligibility.
If you're thinking about an IRA or Roth IRA but don't know how to get started, Lone Star Investment Solutions can help with a customized financial plan that will put you on the right path in your post-career life.
Lone Star Investment Solutions offers no obligation financial consulting and investment services. Our financial advisor can help you plan for tomorrow and beyond.
We offer a wide range of products and services and we can help you choose from a variety of providers to find the one that best fits your needs, including:
Timothy began his financial services journey at Chase Bank as a Licensed Banker and then a Financial Advisor. After eight years with Chase, he moved to TD Ameritrade before returning to the retail banking industry at BBVA Compass. While at BBVA Compass, he focused on holistic financial planning for his clients. Timothy joined PFG Financial Group in February 2021 and became the Lone Star Investment Solutions Financial Advisor in March 2021.
He looks forward to working with Lone Star Credit Union Members to provide individualized in-depth planning and education. His priority is to give peace of mind to Members by developing plans and solutions that help them achieve their goals.
Timothy earned his Bachelor of Science in Business Management from Dallas Baptist University and MBA from Lamar University.
Check the background of this Financial Professional on FINRA's BrokerCheck: https://brokercheck.finra.org/
Securities offered through Securities America, Inc., Member FINRA/SIPC. Advisory services offered through PFG Advisors. PFG Advisors, Lone Star Investment Solutions, Lone Star Credit Union, and the Securities America companies are separate entities. *Not NCUA insured *May lose value *Not credit union guaranteed *Not a deposit * Not insured by any federal government agency. This site is published for residents of the United States and is for information purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed.
*Trust accounts will be completed through a third party.