Take the first steps on your journey towards financial freedom by empowering yourself with knowledge and resources, completely complimentary. It's never a bad time to speak with your financial professional about changes in your situation. Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
Where do you want your financial road map to take you? Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service. Contact us to get started today!.
Where do you want your financial road map to take you? Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and provide you with the highest level of service. Contact us to get started today!.
Services
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."
David Cowee is a well-known financial speaker, educator, and advisor who has been assisting pre-retirees and retirees in the East Texas area since 1988. He is the Founder of Pineywoods Financial, a State of Texas Registered Investment. Jarrod started his financial services career in July of 2007 and literally joined the Pineywoods Financial family in 2008 when he married the founder's oldest daughter.
As retirement planning experts, we have built a well of experience helping clients in East Texas and around the state navigate challenging retirement issues. Through our dedicated network of attorneys, accountants, and other experts, we can offer additional services that are fully integrated with your overall financial picture.
As a comprehensive financial firm, we offer integrated services that are designed to help you prepare for retirement, make the retirement transition stress-free, and help ensure that your money lasts as long as you need it to. Our services are completely customized to your needs and begin with a thorough discovery process that helps us develop a deep understanding of who you are as a person and where you want to go in life.
Manage personal affairs while you're alive and control the distribution of wealth upon your death. A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events. Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.
Reviews (3)
Pamela Hicks
Oct 28, 2021
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David Lee Prather
Jan 08, 2020
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Greg Patterson
Jul 12, 2019
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David, Jared and the rest of the team at Pineywoods Financial have your best interests in mind and will take the time needed to show you many ways to save for retirement and invest for the future. They are professional, courteous and honestly care for their clients like you are family. I've been a client for several years along with other family members and would highly recommend their financial services.