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You are unique, one of a kind.

Your investment strategy should be too.

 

 

 

 

 

 

 

 

 

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-203-7439

 

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

 

 

 

 

 

 

Outstanding personalized service and a
reputation for excellence in the industry.

About Texas Elite Advisory

Texas Elite Advisory was founded on the principle of assisting our clients with all of their financial needs while treating them as the unique individuals that they are by providing outstanding personalized service that has earned a reputation for excellence in the industry. Financial stability, financial security, financial independence; this is what we strive to provide each and every one of our clients.

Our Commitment to Our Clients

Dream Big! And let us do the rest. As our client, you will quickly realize that we are truly committed and focused on making your dreams come true. Through our knowledgeable, hands-on approach, you will experience top-notch, professional financial guidance second to none.

As your financial advisors, it is our job to keep you focused on your goals and remind you of the plan we create together that will get you where you want to go. Our guidance in maintaining a disciplined approach is how we make sure your dreams become reality.

Our Principles Set the Standard for Success

At Texas Elite Advisory, we believe that fully understanding your current financial situation is vital to successfully making prudent decisions concerning your economic future. In a constantly changing world, we know that being the best educated and trained financial advisors is the path to helping you protect your assets, maximize your income and pay your fair share of taxes and not one penny more. If you have questions about how to get started or want to make an appointment, send us an email or give us a call.

 

 

CLICK HERE FOR ADV BROCHURE (PDF) | CLICK HERE FOR PRIVACY NOTICE (PDF)

Texas Elite Advisory
www.texaseliteadvisory.com

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD | PLANO, TEXAS 75074 | 972-203-7439

© COPYRIGHT 2016. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

 

 

 

 

 

Our unique approach to your success begins with
getting to know you and understanding your needs.

With great power comes great responsibility, and at Texas Elite Advisory we understand that our clients have given us great power over their financial futures and we must never forget the great responsibility that comes with that power. The investment world is a complex place and our mission is to help you navigate through it by providing a comprehensive asset and risk management plan that explores every angle of your personal financial landscape. Together we will develop a total financial management approach to your investment and retirement needs.

Communication is the cornerstone of a trusting relationship and at Texas Elite Advisory we recognize that this is what provides our clients with the peace of mind they need when choosing an investment advisor. We pride ourselves on our clients knowing that we are just a phone call away so that when their goals or situation changes, they have the control and we are at the ready to make the needed adjustments to their financial plan. We look forward to the opportunity to consult with your regarding all of your retirement, educational and overall financial goals and needs and creating a plan that fits you best.

At the Texas Elite Advisory, our goal is to put your mind at ease with proven money management strategies. Call us today and let's get your financial future off and running to greener pastures and greater rewards.

You can take a Free Risk Analysis by clicking the Free Risk Analysis button below:

 

 

 

Texas Elite Advisory
www.texaseliteadvisory.com

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD | PLANO, TEXAS 75074 | 972-203-7439

© COPYRIGHT 2016. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

 

 

 

 

 

 

Texas Elite Advisory's number one goal is to help
secure your financial future.

 

Texas Elite Advisory was founded with the goal of assisting clients in every aspect of their financial life. Our trusted partnership allows us to successfully navigate each client through life's most important journeys, thus earning us a solid reputation in our industry. We create a customized plan for your financial stability and independence in retirement.

Retirement Planning
We start by analyzing your retirement goals and looking at every avenue that can provide you with a secure retirement income. Stocks, bonds, mutual funds, real estate, debt, tax implications, cash flow (income and expense) current life insurance and annuity policies, and defined-benefit plans (e.g. social security, traditional pensions) will all be analyzed on your behalf.

Estate Planning
We will assist you in developing a comprehensive plan to pass your assets on to future generations. We work closely with Elder Law Attorneys to discuss wills, trusts, beneficiaries, powers of attorney and other documents will be covered in an effort to maximize the value of your estate while reducing taxes and other expenses.

Annuities
Annuities are tax-deferred options that can be used in conjunction with 401ks, IRAs and other tax-deferred retirement savings plans. Annuities can create a guaranteed* stream of retirement income for a set period of time or for the rest of your life.

Individual Retirement Accounts (IRA)
IRAs are tax-deferred or tax-free ways of saving for retirement. You can choose from traditional IRAs, Roth IRAs, and 401k rollover options. TEA has reviewed products from hundreds of providers to help you select the type of IRA that best fits your needs.

For a complete list of services and free consultation, give us a call now at 972-203-7439.

 

Texas Elite Advisory
www.texaseliteadvisory.com

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD | PLANO, TEXAS 75074 | 972-203-7439

© COPYRIGHT 2016. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

 

 

 

 

 

 

Who We Are

Vern Bell, President & Investment Advisor Representative

Vern Bell
President and Associate Portfolio Manager

Holder of a MBA and BSMT from Amberton University, Vern entered financial services in 2001 and has gained the in-depth knowledge of financial issues that comes from over 15 years of experience guiding clients towards their financial goals.

Robb Rothrock
Investment Advisor Representative

With better than 20 years of business, investment and management experience and a BBA in Finance and Financial Management from UTA, Robb brings a wealth of knowledge and experience in the financial services industry to TEA.

Daniel Dower
Chief Portfolio Manager

Daniel has a B.S. Business Management from UTD, a MBA from SMU – Cox School of Business and better than 20 years of investment and portfolio management experience. Daniel created and manages the Elite Relative Value Strategy.

Daniel freely shares his wealth of investment knowledge through his free eBook – Understanding Investments a Few Minutes at a time. To learn more about Daniel's book click the button below:


 

Texas Elite Advisory
www.texaseliteadvisory.com

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD | PLANO, TEXAS 75074 | 972-203-7439

© COPYRIGHT 2016. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

 

 

 

 

 

Get the Latest Newsletters

We'd like to invite you to subscribe to our newsletter. You can subscribe by clicking the buttom below:

If you've missed one of our newsletters, you can download them from our archive below. All newsletters are in PDF format. If you are unable to view the newsletter, you can download Adobe Acrobat Reader for free here.

May 2017
April 2017
March 2017
February 2017
January 2017

 

 

 

 

 

 

 

 

 

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD, SUITE 600 | PLANO, TEXAS 75074 | 972-203-7439

 

© COPYRIGHT 2017. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

The content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

 

 

 

 

 

We are here to serve you.

Contact us here anytime or feel free to give us a call.

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Texas Elite Advisory
www.texaseliteadvisory.com

TEXAS ELITE ADVISORY, LLC | 101 PARK BOULEVARD | PLANO, TEXAS 75074 | 972-203-7439

© COPYRIGHT 2016. TEXAS ELITE ADVISORY, LLC. ALL RIGHTS RESERVED. UNAUTHORIZED DUPLICATION IS STRICTLY PROHIBITED.

he content of this website is provided for informational purposes only and is not a solicitation or recommendation of any investment strategy. Investments and/or investment strategies involve risk including the possible loss of principal. There is no assurance that any investment strategy will achieve its objectives. Investment advisory services are offered through Texas Elite Advisory, LLC, a State of Texas Registered Investment Advisor. For a complete description of investment risks, fees and services, review the Texas Elite Advisory, LLC firm brochure (ADV Part 2A) which is available via the web link on this site.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.