Texans Financial

INVEST Financial Corporation was selected by Texans Credit Union to provide its members a wide range of investment products and services.  The registered representatives of INVEST are conveniently located in Texans Credit Union branches to ensure you receive convenient, personal service. 

These skilled and experienced representatives have been serving Texans Credit Union members for many years, and they are available to you on a no-obligation basis. The representatives will provide assistance with personalized solutions to fit your specific needs.  It is the goal of the representatives to complement the vision and commitment of Texans Credit Union to help you improve your financial well being and quality of life. Through the wide range of financial planning, investment, and retirement plan services offered by INVEST, the representatives will help you plan for the future and achieve your financial goals.
Calculators

Risk Tolerance

This calculator is designed to help you clarify your comfort level with investment risk.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

Disability Income Insurance

How much Disability Income Insurance do you need?

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Newsletters

What Do Price/Earnings Ratios Really Have to Offer?

It's not hard to find the price/earnings ratios of publicly traded companies or even the market as a whole reported in the news. Unfortunately, it may be difficult to understand what the numbers mean without the ability to make meaningful comparisons.

Settling on a Salary

As a company's profit situation improves, business owners may be in a position to decide whether to take home a larger salary or use more of the proceeds to invest for the future. This article discusses the possibility of choosing a business-owner salary that allows for other benefits, such as building the business, saving more for retirement, and adding employee benefits.

Help Chart the Future of Your Family Business

The transition from one generation to the next is considered to be one of the biggest risks to the survival of a family-owned business. A thoughtful succession strategy not only outlines when and how ownership should be transferred but also takes tax implications, family relationships, and other sensitive issues into account.

Federal Estate Tax Is Much Lower — For Now

The federal estate tax was repealed in 2010, then reinstated by the 2010 Tax Relief Act with new provisions for 2011 and 2012. This article discusses the temporary provisions, the options for estates of 2010 decedents, and potential changes in future years that could subject many more estates to the federal estate tax than under current law.

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