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Texas Financial is father and son team, Tim and Cody Bauer, duo financial managers, native Texans with a rich history of community involvement and commitment to Southeast Texas growth and success.
Q: Why sponsor the website?
A: Our decision to sponsor SETXsocialcenter.com was an easy one. We know how demanding life can be, and the service SETXsocialcenter.com offers is beneficial to everyone. This is something that will change people’s lives; we wanted to be a part of it.
Q: A lot of folks are afraid of financial managers at this particular time, how can you help people work through that?
A: We understand the perception that financial advisors are currently tagged with.
Given the opportunity, we can change that perception through our actions and results. We take pride in our business and hold ourselves accountable when handling peoples’ life savings.
Q: What’s different about your services than other financial management services?
A:There are a ton of people out there who are providing the same services we do, but we feel we offer a more personal service and can relate to a broader range of folks. We communicate in simple terms people can understand so they’re not confused. We don’t use words from the investment dictionary just to impress our clients.
Q: What services do you provide?
A: We offer financial planning for all stages of life. Whether you plan on getting married, securing an opportunity for your children to go to college, planning for retirement or already you’re enjoying that part of your life that you’ve worked so hard to achieve, we can provide a strategy to help you reach your financial goals.
Q: What can people expect from you?
A: They can expect someone who will LISTEN. We work for our clients. There is no higher expectation than the ones we have for ourselves. Although we seldom use the word guarantee in our business, we do guarantee our integrity, honesty and trustworthiness to our clients.
Q: What are three things you want others to know about you and your business?
A: We’re different. We’re personable. We care. Also, we want people to know our main business is actively managing accounts. We can reallocate a clients portfolio from an aggressive position to a more conservative position depending on leading or lagging indicators in the markets as well as their financial objectives. Our services are more valuable to an investor during a down or slow market to help protect assets, and vice versa in an up market to help their assets grow.
Q: Tim, why have you stayed in the area? Tell us about your family history here?
A: I was born and raised in southeast Texas, on a third generation rice farm and cattle
ranch that was established back in the early 1900’s. Growing up on a farm/ranch provided a wide range of experiences that made me who I am today. The small community of Winnie, is where I’ve lived for 57 years, and has been a great place to raise a family. In 1985 I figured it would be a great place to start a business as well, and have been doing it ever since.
Q: Cody, why work with Dad? Why go into this business?
A: Working with my Dad made perfect sense. He’s always been a mentor to me and
now that I’m in the business, he can share his twenty-five years of knowledge and experience along with the self discipline that has made him successful today.
The reason I chose to go into this profession is to help people realize and achieve their dreams. I love working with people and it allows me the opportunity to meet a variety of people along with the added bonus of providing a service that will help them with one of the more important issues of their life.
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