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ABOUT PINEYWOODS FINANCIAL

Founded in 1994 to serve and educate retirees and pre-retirees. We are based out of Nacogdoches, Tx, and serve hundreds of clients throughout all East Texas. The purpose of our firm is to assist clients in achieving the financial goals and objectives that are most important to them, by integrating all facets of the retirement planning and income planning process. Our team strives for excellence with quality customer care and devotion to our clients retirement goals. We know that retirement looks different for everyone, and tailor our focus according to individual needs.

WE BELIEVE THAT THE BEST WAY TO MAKE MONEY IS TO AVOID LOSING IT IN THE FIRST PLACE.

Here at Pineywoods Financial, we only focus on one thing: The needs of our clients. We pour every ounce of effort into developing, implementing, and monitoring investment strategies that will help our clients meet their financial and lifestyle goals. We believe in thinking outside the box and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth.

Here are some reasons why you can feel confident about choosing Pineywoods Financial:


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Valuable Experience

Because over ninety percent of our clients are retirees or pre-retirees with similar concerns, we are in an ideal position to help meet their needs. When you choose Pineywoods Financial, you benefit from obtaining comprehensive advice from a team of highly qualified professionals who have successfully managed money through some of the most difficult times in history. As a team, we have over 35 years if combined asset management experience.

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Disciplined Asset Management

We are active risk managers who build durable all-weather portfolios to help clients fulfill their long-term financial goals. Our seasoned investment managers follow sophisticated and disciplined strategies to help you build your wealth while carefully managing risks in all market environments. Our experience shows that better results may be achieved when key financial areas are integrated into the wealth management process.

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Independency and Objectivity

As an independent firm, we represent our clients rather than any particular company. Our independence is vital to delivering objective, unbiased recommendations. While some companies recommend investment products that are manufactured by parent or subsidiary business entities, we have no such ties. As an independent financial planning firm, we represent our clients and their interests rather than any specific company.

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Communication and Access

We communicate regularly with our clients through phone calls, mail, email, and social media. Our clients appreciate staying informed about their account performances and current events that may impact their portfolios. In addition to e-mail and paper statements, the majority of the companies we conduct business with provide clients with online access to their accounts.

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Diverse Offerings

Our combination of licenses, registrations, and specialized education qualifies us to work with all types of investments. There is virtually no investment vehicle we cannot utilize if the circumstances call for it- simple or complex. Our process, through the combination of our staff and network of licensed professionals, takes a comprehensive approach to planning that incorporates your insurance, legal, and accounting needs in addition to your investments. We also offer our clients a variety of valuable services including:

  • Comprehensive Financial Lifestyle Planning
  • Legacy, Estate, and Philanthropy Planning
  • Tax Minimization Strategies
  • Risk Management and Asset Protection
  • Enhanced Portfolio Reporting
  • Frequent Communication and Education
  • Reliable Income Planning
  • Client Appreciation Events