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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 "Tres" Davis III

    William R. “Tres” Davis, III

    Financial Advisor
    wdavis@airforcefcu.com
    1560 Cable Ranch Rd., Ste 200 | San Antonio, TX 78245
    Phone: 210.246.5123

    Schedule 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.

  • Contact Us

    William R. “Tres” Davis, III,
    Financial Advisor

    Linda Curtis,
    Financial Services Assistant

    Brokerage Account Log In

    Welcome to Infinex Financial Group online trading and brokerage account access system.

    Log In

    William R. “Tres” Davis, III
    Financial Advisor
    wdavis@airforcefcu.com
    Office: 210.246.5123
    Fax: 866.833.4140
    Toll free: 800.227.5328

    The Investment Center available at AFFCU
    1560 Cable Ranch Rd., Ste 200 | San Antonio, TX 78245

     

    Send me a message

     

    Linda Curtis
    Financial Services Assistant
    lcurtis@airforcefcu.com
    Office: 210.678.5223
    Fax: 210.674.2968
    Toll free: 800.227.5328

    The Investment Center available at AFFCU
    1560 Cable Ranch Rd., Ste 200 | San Antonio, TX 78245

     


    Contact Tres Davis

    • This information is forwarded to your financial advisor via e-mail. For your protection, do not include private or confidential information.

     

    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   

  • 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.

     

    Read More

    Financial Services Quarterly eNewsletter


    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.

     


     

    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   

  • Financial Education

    Financial Education For Everyone

    Have you recently been denied credit or a loan? Have you suffered from poor credit or a lack of personal financial knowledge? AFFCU has partnered with EVERFI, an online financial education provider, who’s educational program is tailored to to help you learn best practices on managing your money and achieving financial freedom. You can take free interactive learning lessons online, covering topics including budgeting, using credit, calculating the cost of college, and paying off auto loans. Below you will find a few of the many financial lessons we have available to you. In addition to these lessons, we also offer a Money Management and K-12 Family Portal Program. Activate your potential to achieve financial well-being.

    • 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.

    Visit the AFFCU Financial Education Center


    FREE Interactive Lesson

    FIRE Lifestyle

    F.I.R.E stands for “Financial Independence, Retire Early.” The goal is to learn how to live a FIRE Lifestyle so you can achieve financial independence and plan an early retirement.

     

    Get Started

    FIRE Lifestyle


    Financing Higher Education

     

    FREE Interactive Lesson

    Financing Higher Education

    Explore different ways to pay for higher education, loan repayment options, and related tax incentives.

     

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    FREE Interactive Lesson

    Investment Options

    Explore investment options and strategies to help meet your short- and long-term financial goals.

     

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    Investment Options


    Planning For Retirement

    FREE Interactive Lesson

    Retirement 101

    Explore retirement savings plans and investment options that will help meet your post-career financial goals.

     

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    FREE Interactive Lesson

    Building Emergency Savings

    Explore how to develop health savings habits so you can feel more confident about your financial well-being.

     

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    Building Emergency Savings


    Sustainable Investing

    FREE Interactive Lesson

    Sustainable Investing

    Explore how to use sustainable investing to support the causes that are important to you while building a financial portfolio.

     

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    FREE Interactive Lesson

    Identity Protection

    Your identity is a valuable piece of information. Explore how you can protect your identity and how to spot signs of fraud.

     

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    Identity Protection


    Taxes: The Basics

    FREE Interactive Lesson

    Taxes: The Basics

    By understanding why managing your taxes are important, how to stay on top of them, and the steps for filing, you can avoid the stress of tax season.

     

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    FREE Interactive Lesson

    Planning for a Financial Caregiver

    Learn about the benefits of planning for financial caregiving and what you need to get started.

     

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    Wealth Transfer

    FREE Interactive Lesson

    Wealth Transfer

    Learn some of the strategies to possibly minimize fees and maximize earnings and the regulations involved in transferring wealth.

     

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    FREE Interactive Lesson

    Estate Planning

    Anyone who has assets, dependents, or an interest in how they are cared for when they age should consider a form of estate planning.

     

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    Estate Planning


    Mindful Living

    FREE Interactive Lesson

    Mindful Living

    Feeling stressed out? You’re not alone. In our daily lives, we experience many ups and downs. Don’t let stress get the best of you.

     

    Get Started


     

    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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