OUR SERVICES
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HOW WE CAN HELP

Our mission is to serve individuals and couples in all areas of retirement planning. We provide customized financial strategies to help you achieve long-term goals and enjoy a more secure retirement. A reliable strategy can help keep your family’s future protected.

Retirement assets can be exposed to

four major financial risks:

  • Market Risk

  • Withdrawal Rate Risk

  • Longevity Risk

  • Medical Expenses/ Long-Term Care Expenses

We can help reduce these risks through a wide range of services, listed below. Questions? Ready to book your assessment? Contact us today!

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RETIREMENT PLANNING

No matter where you are in life, we'll provide you the guidance, tools, and services to help prepare for retirement on your terms.

TAX PLANNING

Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.

INCOME STRATEGIES

Learn income strategies for guaranteed lifetime income that can help you maintain your lifestyle now, and in retirement.

SOCIAL SECURITY OPTIMIZATION

We'll help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.

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INSURANCE REVIEWS

Life can change fast- new kids, death of a loved one, loss of a job, major purchases – which will readjust your customized strategy.

LIFESTYLE PLANNING

Look at how to balance work and leisure efficiently, make smart choices for the future and how to help you enjoy the journey.

LIFE INSURANCE

A reliable insurance strategy can help protect you and your family from the financial consequences of major life events.

MONEY MANAGEMENT

The key to a reliable financial strategy is spending less than you take in and finding a way to put your excess to work.

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INVESTMENT STRATEGIES

Invest with proper planning to achieve your financial goals- be it retirement, college, or providing for your family.

EMPLOYEE BENEFITS

Creating a plan that balances the goals of an organization & its employees requires a thorough analysis & review of benefit options/costs.

LONG-TERM CARE

Chances are you could live well into your 80s and 90s, or longer. A long life greatly increases the likelihood you’ll require long-term health care.

ESTATE PLANNING

Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.

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LEARN ABOUT OUR CLIENT PORTAL
 

SOUTHLAKE OFFICE

165 S Kimball Ave, Suite 110
Southlake, TX 76092

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ROCKWALL OFFICE

749 Justin Rd.
Rockwall, Texas 75087

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GRAPEVINE OFFICE

1000 Texan Trail, Suite 219 Grapevine, TX 76051

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