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TRADITIONS WEALTH ADVISORS
  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact

Retirement & Estate Planning for Texas A&M University employees

Traditions Wealth Advisors is a team of professionals who have an expertise in benefits, estate planning, risk, and the following retirement planning options specific to Texas A&M:

  • Optional Retirement Plan (ORP)
  • Tax Deferred Account (TDA) Retirement Plan (possibly as a ROTH)
  • Section 457 Deferred Compensation Retirement Plan that can be utilized to maximize tax savings

Let our team work for you. Call 979-694-9100 or
email michael@traditionswealthadvisors.com.


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TRADITIONS WEALTH ADVISORS
2700 Earl Rudder Frwy South, Ste. 2600
College Station, TX 77845
OUR SERVICES
- Wealth Management & Financial Planning
- Investment Planning
- Spirit Fiduciary Partners
- Retirement & Estate Planning for Texas A&M University employees

VISIT OUR BLOG:  Stay current with industry news and tips.
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  • Home
  • About
    • Our Team
    • What is a certified financial planner?
    • About our flexible fee system
    • What We Do
  • Services
    • Wealth Management & Financial Planning
    • Investment Planning
    • Spirit Fiduciary Partners
    • Retirement & Estate Planning for Texas A&M University employees
  • Current Clients
  • Internship Opportunities
  • Blog
  • Newsletters
  • Contact