Broker Check

Pineywoods Financial | Nacogdoches, TX | Financial Planning

Pineywoods Financial | Nacogdoches, TX | Financial Planning

(936) 559-1123

Pineywoods Financial was founded as an independent firm in 1994. Our team is based in Nacogdoches and strives to advise and educate retirees and pre-retirees.  We humbly serve hundreds of clients throughout all of East Texas.

The Mission of the 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.”

Clients of Pineywoods Financial receive assistance with reducing taxes like income, estate, and even social security taxes. Strategies are reviewed to help guarantee retirement income and avoid the probate process. At Pineywoods Financial, we also realize that it is important to protect yourself and your families against potential catastrophes, like the Medicaid spend-down process.

We do not provide tax or legal advice but realize their importance and network with CPAs and attorneys to help provide you with these services.