Brooklynn Chandler Willy | President & Founder of Texas Financial Advisory | San Antonio, Texas
For a dedicated and knowledgable partner in investment and insurance, look no further than Brooklynn Chandler Willy – JD RFC CDFA – a financial services professional specializing in Retirement Planning. Operating in San Antonio, Texas, Brooklynn is the President of Texas Financial Advisory, which she founded in 2008.
About Brooklynn Chandler Willy | President & Founder of Texas Financial Advisory | San Antonio, Texas
Based in San Antonio, Texas, Brooklynn Chandler Willy, a dedicated financial services professional and talented entrepreneur who founded Texas Financial Advisory in San Antonio.
Brooklynn's journey into finance was profoundly shaped by a personal tragedy – the sudden death of her father, a life insurance salesman who lacked insurance himself. Witnessing the emotional and financial challenges that arose from this situation, she became determined to help others make informed decisions in retirement planning and financial services, ensuring they don't face similar difficulties.
In 2008, Brooklynn established Texas Financial Advisory, running the boutique Tax, Investment, and Estate Advisory Firm for over 13 years. Despite the 2008 Financial Crisis impacting many businesses, Brooklynn's conservative and respectful approach to managing her clients' assets proved resilient. She and her team work closely with each client to define financial goals, navigate tax strategies, and optimize assets to suit individual needs.
Comprising seven professionals with over 50 years of combined experience, the firm offers comprehensive financial planning and investment solutions. Proudly, they also provide insurance products to further aid clients in reaching their goals.
For the past eight years, Brooklynn has been hosting the "Texas Financial Advisory Show" on KTSA 550 AM and WOAI 1200 AM, using her knowledge and education to share insights and expertise with her audience.
Brooklynn's educational background includes a Bachelor's degree in Political Science, Business, and Spanish from Baylor University in 2002. She later earned her Juris Doctorate of Law from St. Mary's University School of Law in 2005. In 2014, she pursued further learning at the Institute for Divorce Financial Analysts, earning her CDFA (Certified Divorce Financial Analyst) designation and expanding her expertise in Financial Planning and Services.
Recent Blogs From Brooklynn Chandler Willy
Brooklynn Chandler Willy Retirement Blogs
- The Benefits and Challenges to Retiring Overseas
- What to Know About Annuities in Retirement Planning
- The Future of Social Security: Trends, Challenges, and Solutions
- Strategies for Managing Your Tax Burden in Retirement
- Retirement Planning for Self-Employed Individuals
Brooklynn Chandler Willy Finance Blogs
- How to Pivot Your Business Strategy When It’s Not Working
- How to Grow Your Business Without Sacrificing Quality
- The Role of Technology in Women’s Entrepreneurship
- A Guide to Reading Financial Statements for Small Business Owners
- The Benefits and Challenges of Being a Solopreneur
Brooklynn Chandler Willy Lifesyle Blogs
- Practicing Gratitude and Cultivating a Positive Outlook on Life
- Simple and Healthy Recipes for Busy Weeknights
- Strategies for Achieving Your Personal Goals
- Ideas and Inspiration for a Cozy Living Space
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Brooklynn Chandler Willy Podcast Episodes - Texas Financial Advisory Show
JUL 28, 2023
Episode 39 - Texas Financial Advisory This Week Brooklynn and her team discuss long term care insurance and how to pick a financial advisor
JUL 21, 2023
Episode 38 - Texas Financial Advisory This Week Brooklynn and her team discuss life insurance and taxes in retirement
JUL 14, 2023
Episode 37 - Texas Financial Advisory This Week Brooklynn and her team discuss your retirement cash flow and important details around beneficiaries
JUL 7, 2023
Episode 36 - Texas Financial Advisory This Week Brooklynn and her team discuss important social security decisions and life insurance
About the Creator
Brooklynn Chandler Willy
Brooklynn Chandler Willy is a financial services professional specializing in Retirement Planning. Operating in San Antonio, Texas. She is the Founder and President of Texas Financial Advisory.
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OF MOTHERHOOD.
Dear mother-to-be, I wanted to let you know how very, very special I think you are. I don't think there can be any job that is more meaningful than the one you are about to begin, that of being a mom. You are the most important person in the world to your precious unborn baby, and you will be for many years.
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