Financial & Retirement Planning
Whether your goals are an early retirement, building a dream home or funding a child’s education, AFFCU is here to help.
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Overview
Work With Someone You Can Trust
AFFCU has partnered with Infinex Financial Group, to bring you an experienced and trusted financial advisor that will help you plan and prepare for your future. William R. “Tres” Davis, III, AFFCU Financial Advisor, has nearly a decade of financial service experience.
Tres will help you design an investment portfolio specific to your needs. He will help you determine your short- and long-term financial goals including retirement, estate, and college planning, 401(k) rollovers, portfolio management and overall financial planning.
Check the background of this investment professional on FINRA’s BrokerCheck. FINRA. SIPC.
Services We Can Help With
Retirement Planning: Determine the best strategies for saving, before and during your retirement years.
Financial Planning: Plan for your specific financial goals and achievements in life.
Education Planning: Create a plan to save for college expenses for yourself or a loved one.
Long Term Care and Insurance Planning: Protect your health care, family or assets with insurance planning solutions.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/ SIPC. The Investment Center is a trade name of AFFCU. Infinex and AFFCU are not affiliated. • Not a deposit • Not FDIC insured • Not financial institution guaranteed • Not insured by any federal government agency • May go down in value
William R. “Tres” Davis, III
Financial Advisor
wdavis@airforcefcu.com
1560 Cable Ranch Rd., Ste 200 | San Antonio, TX 78245
Phone: 210.246.5123Schedule appointment
Tres’ Background
With nearly a decade of financial services experience, I can help my clients identify their financial objectives, work with them to formulate a strategy, and assist them as they work towards achieving their goals. Whether you’re looking for short- or long-term investments, I will help you develop and implement a strategy that suits your needs.
During my years of serving Air Force Federal Credit Union, I have excelled in meeting the core values of integrity, service and excellence. These values have aided me in guiding my many clients towards their financial and retirement dreams. The end result will be a plan designed to help you build, protect, use and transfer assets in the most advantageous way. I look forward to serving you and your family
I’ve earned my undergraduate degree from Texas Christian University. In addition to this, I’ve received my certificate in financial planning from Southern Methodist University.
Specifically, I can make sure you have solid answers to these key questions:
- Is your retirement money invested properly?
- Will you have enough income in retirement?
- What should you do with an existing retirement plan from a previous employer?
- How will you pay for a child or grandchild’s education?
- Financially, what would happen to your family if you died?
- How will you pay for long-term care?
Contact Tres Davis for a no-cost, no-obligation consultation.
Check the background of this investment professional on FINRA’s BrokerCheck.
I can help with:
- 401(k) planning
- Wealth management
- Wealth preservation
- General investment management
- Education funding
- Comprehensive financial guidance
- Retirement planning
- Retirement income planning
- Tax-advantaged investment planning
- Insurance planning
Accreditations:
- Registered Advisor of Infinex Investment Services –FINRA/SIPC
- Bachelor of Science from Texas Christian University
Get the process started with the help of our registered AFFCU Financial Advisor.
We provide financial planning services on a no-cost, no-obligation basis. Contact us today by calling 210.246.5213 or 800.227.5328.
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Contact Us
William R. “Tres” Davis, III,
Financial Advisor
Linda Curtis,
Financial Services Assistant
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William R. “Tres” Davis, III
Financial Advisor
wdavis@airforcefcu.com
Office: 210.246.5123
Fax: 866.833.4140
Toll free: 800.227.5328The Investment Center available at AFFCU
1560 Cable Ranch Rd., Ste 200 | San Antonio, TX 78245Linda Curtis
Financial Services Assistant
lcurtis@airforcefcu.com
Office: 210.678.5223
Fax: 210.674.2968
Toll free: 800.227.5328The Investment Center available at AFFCU
1560 Cable Ranch Rd., Ste 200 | San Antonio, TX 78245
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/ SIPC. The Investment Center is a trade name of AFFCU. Infinex and AFFCU are not affiliated. • Not a deposit • Not FDIC insured • Not financial institution guaranteed • Not insured by any federal government agency • May go down in value
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Stay Informed
Quarterly eNewsletters
The Financial Services Quarterly eNewsletter is a free personal finance newsletter that will keep you on top of current events and trends in the business world, investing and more. This eNewsletter covers financial topics such as budgeting, paying off debt, understanding tax brackets and planning for retirement.
Blog
Will you outlive your retirement income? Are your financial expectations for the coming year realistic? Our financial blog is designed to provide helpful information on a wide variety of financial topics. Simply click on one of the newsletter topics below to read the article in its entirety.
Establishing a Budget
Do you ever wonder where your money goes each month? Does it seem like you’ve never able to get ahead? If so, you may want to establish a budget to help you keep track of how you spend your money and help you reach your financial goals.
Teaching Your Child about Money
Ask your five-year old where money comes from, and the answer you’ll probably get is “From a machine!” Children can realize at a young age that they can use it to buy the things they want.
Choosing a Credit Card
Like dandelions in a spring lawn, credit card offers pop up everywhere–stuffing your mailbox, flashing on the Internet, even falling from the magazines in your doctor’s waiting room.
How Student Loans Impact Your Credit
If you’ve finished college within the last few years, chances are you’re paying off your student loans. What happens with your student loans now that they’ve entered repayment status will have a significant impact on your credit.
Applying for a Mortgage
Since most people finance their home purchases, buying a home usually involves applying for a mortgage. Here is some basic information to help guide you through the process.
Establishing a Financial Safety Net
In times of crisis, you don’t want to be shaking pennies out of a piggy bank. Having a financial safety net in place can ensure that you’re protected when a financial emergency arises.
Teaching Your Teen about Money
Your teen is becoming more independent, but still needs plenty of advice from you. With more money to spend and more opportunities to spend it, your teen can easily get into financial trouble.
Debt Consolidation
If you have a lot of debt, you’re not alone. Today, more and more Americans are burdened with credit card and loan payments. Debt consolidation may be the answer.
Understanding Your Credit Report
Your credit report contains information about your past and present credit transactions. So if you’re about to apply for credit, especially for something significant like a mortgage, you’ll want to get and review a copy of your credit report.
Refinancing Your Mortgage
When you refinance your mortgage, you take out a new home loan and use some or all of the proceeds to pay off the existing one. There are a variety of reasons to consider refinancing.
Frequently Asked Questions
We are here to answer any questions you may have on a variety of financial topics. If the answer you are looking for is not in our FAQ section, please contact us. Our financial services team will be happy to answer any of your questions.
Personal Finance
Cash Reserve
Budgeting
Debt Management
Credit Cards
Identity Theft and Other Consumer Protection Issues
Homeownership
Automobile Considerations
Financial Education
We’ve partnered with EVERFI, a financial education platform, to help you learn best practices on managing your money. You can sign up for free interactive courses online, covering topics like budgeting, using credit, calculating the costs of college, and paying off auto loans. Below you will find a few of the many financial workshops we have available to you. Here are a few resources below.
- Financial Education Center: 2-7 interactive lessons on key financial topics.
- Money Management: Learn about managing your money as a service member or a civilian.
- K-12 Family Portal: 20+ digital courses for students in grades K-12, for a limited time only. Learn about financial education, mental wellness, compassion, digital awareness and more.
Financial Education Workshop
Retirement 101
Explore retirement savings plans and investment options that will help meet your post-career financial goals.
Financial Education Workshop
Financing Higher Education
Explore different ways to pay for higher education, loan repayment options, and related tax incentives.
Financial Education Workshop
Investment Options
Explore investment options and strategies to help meet your short- and long-term financial goals.
Investment and insurance products and services are offered through INFINEX INVESTMENTS, INC. Member FINRA/ SIPC. The Investment Center is a trade name of AFFCU. Infinex and AFFCU are not affiliated. • Not a deposit • Not FDIC insured • Not financial institution guaranteed • Not insured by any federal government agency • May go down in value