Wealth Accumulation


As registered representatives with SM&R, we can also offer mutual funds.  No matter what your needs and objectives, we can show you innovative financial alternatives through mutual funds from some of America's most experienced and respected money management organizations.  If you seek:

  • Income potential from variable annuities
  • Income potential from U.S. Government Securities
  • Tax-Free Income (may be subject to the alternative minimum tax)
  • Capital growth potential
  • High current income potential, or
  • Potential income and capital preservation

There are solutions right here!

General Investing

  • Mutual Funds

Education Funding

  • Coverdell Education Savings Plans
  • Section 529 Plans

Retirement Strategies

  • IRAs
  • 401(k)s
  • Small Business Retirement Plans
  • Estate Preservation

All securities / investment products are offered by prospectus only. All investors are advised to carefully consider the investment objectives, risks and charges and expenses of any investment company before investing. The prospectus contains this and other information about the investment company. For complete information about any securities products, ask your registered representative for a free prospectus. Investors should read the prospectus carefully before investing. All securities products have investment returns and principal values that fluctuate, and when redeemed, may be worth more or less than their original cost.