Investment/Retirement
Most people understand that saving for retirement requires setting aside savings in a steady and consistent manner. But the myriad of complex options on where and how to save can be overwhelming.
We have a wide array of tools at our disposal to assist in securing your future. Our planning professionals can help you make among the best available choices among a range of investment options.
Individual Retirement Accounts
An IRA allows you to accumulate tax deferred savings for retirement. You can select from stocks, bonds, mutual funds, and other financial instruments. Whether you have an existing IRA that you would like to “roll-over,” or would like to discuss establishing a new retirement account, our experienced and licensed professionals can work with you to determine a plan to fit your current and future needs.
We offer fixed and variable annuity plans, each with distinct advantages depending on your long-term financial goals.
Mutual Funds
Mutual Funds are professionally managed investments, representing the money of many individuals pooled together and invested in a number of stocks and bonds. A key advantage of this type of investment is the diversification and liquidity of your funds.
Investing in mutual funds involves risk, including the possible loss of principal.
With access to thousands of funds nationwide, Painter & Johnson will research its extensive mutual fund database and offer the funds best suited for your investment style and objectives. You should read each Mutual Fund Prospectus carefully before investing any monies.
Painter & Johnson Associates offers Securities through International Assets Advisory LLC an Independent Registered Broker/Dealer Member FINRA/SIPC. Investment Advisory Services offered through International Assets Investment Management, LLC. A SEC Registered Investment Advisor. International Assets Advisory, LLC and International Assets Investment Management, LLC are affiliated companies. Registered Investment Advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This site and the content herein are subject to certain Legal Notices. Please see “Privacy” and “Disclosures” tabs at the top of page for important information.
More Solutions for Individuals & Families
Health Insurance
Protecting your financial security in the event of an illness or injury is a critical aspect of financial planning. The team of licensed experts at Painter & Johnson Financial has extensive experience, working with a wide range of companies to provide you the best options in the individual …
Medicare Supplement
Protecting your financial security in the event of an illness or injury is a critical aspect of financial planning. The team of licensed experts at Painter & Johnson Financial has extensive experience, working with a wide range of companies to provide you the best options in the individual …
Life Insurance
Providing financial protection for your family – or your business – in the event of your premature death is an important component of any sound financial plan. In addition to financial security, you may choose to leave a legacy to your school, community, church, or charity.
Disability Insurance
Statistics show that people are five times more likely to become disabled than die during their 30s and 40s. Disability income insurance offers the opportunity to protect your family’s finances from an income-stopping illness or injury.
Long Term Care
Long-Term Care Insurance is a type of insurance developed specifically to cover the costs of services, including Activities of Daily Living services in your home, such as dressing, eating, bathing, etc., as well as care in a variety of facility and community settings. Most often, these costs …
Wealth Transfer
Painter & Johnson Financial has spent the last 38 years helping clients throughout Texas create wealth transfer plans to maximize what they can leave to their heirs, community, charities, and religious institutions.
Educational Savings
The cost of higher education continues to rise faster than the rate of inflation. For most families, saving for the costs of education is preferred to “writing a check” when the time comes. A wide variety of educational savings options are available, and each offers different features and benefits.