Do I need to keep my home mortgage for income tax purposes even though I’d like to pay it off?
Texas Asset Management understands you have more to do than worry about investments. You have life priorities – loved ones, dreams, aspirations. And we enable you to focus on them.
Texas Asset Management is an independent financial advisory firm specialized in asset and wealth management. We say independent because we work only for our clients and receive no money from companies selling financial products we recommend. That distinction gives our clients the peace of mind that their best interest is the sole basis for our recommendations.
In addition to objectivity, you as our client benefit from the expertise of a variety of professionals on our team, including tax specialists, attorneys, CPAs and certified financial planners. Our collective knowledge and experience helps you:
• Achieve your personal and professional goals
• Preserve and build wealth
• Make tax-efficient investment decisions
• Get the investments best suited for your unique needs
• Avoid unnecessary risks
• Balance income vs. growth
• Understand your financial situation and options