Texas Trust Investment Services

Let's seek growth together

Retirement Planning | Portfolio Analysis | Professional Account Management

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Your future starts here

Whether you are a seasoned investor, or just getting started you can rely on our experienced advisors to help you potentially grow your money. Our commitment to you is to help you build, manage, and preserve your wealth by understanding your individual goals. As our partner you have access to a source of sound, personal financial guidance – both now and for years to come.

 

Investment Services Available to You

Retirement Planning


Design an investment strategy to help you pursue your retirement goals.

Tax-Advantaged Investing


We can show you how to reduce your tax liability and let more of your money work for you.

College Planning


Create a savings plan so you are ready when your children are.

Investment Portfolio Analysis


Review your current investments for performance and diversification.

Rollover/Distribution Education


 Get advice on your company retirement plan (401(k), SEP, Pension, etc.), and avoid the common mistakes made by some individuals.

Business Retirement Plans


Develop a retirement plan for you the business owner and your employees.

Brokerage Services


Explore various investment options, such as mutual funds, stocks, bonds, ETFs, and annuities (fixed, indexed, and variable).

Professional Account Management


Your financial advisor, in partnership with LPL Financial LLC, can manage your investments utilizing a wide selection of experienced money managers.

Products For You

  • Mutual Funds
  • Stocks & Bonds (Tax-Free & Taxable)
  • Annuities—Fixed, Variable & Fixed Index
  • Exchange Traded Funds (ETF)
  • Real Estate Investment Trusts (REIT)
  • Individual Retirement Accounts—Roth IRA & Traditional IRA
  • Wealth Management Accounts
  • College Funding Plans

 

Father and children  playing in front yard

Meet Your Dedicated Team of Investment Professionals

Sarah Fogle

Matt Brooks

Aaron Womack

Laura Keys

Investment Services Coordinator
(817) 273-5986 | Laura.Keys@lpl.com

Read Laura's Bio

Connect With an Advisor Today

LPL Financial Form CRS

Check the background of investment professionals associated with this site on FINRA's BrokerCheck

Securities and advisory services are offered through LPL Financial (LPL), a registered broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Texas Trust Credit Union and Texas Trust Investment Services are not registered as broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Texas Trust Investment Services, and may also be employees of Texas Trust Credit Union. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Texas Trust Credit Union or Texas Trust Investment Services. Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government AgencyNot Credit Union GuaranteedNot Credit Union Deposits or Obligations May Lose Value

The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Texas Trust Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in conflict of interest. The Financial Institution is not a current client of LPL for advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information