Discover Million-Dollar Retirement Income Decisions Hiding In Plain Sight
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Retirement can be overwhelming.
We’re experts at helping you get it together so you feel more confident.
We help pre-retirees and retirees in Dallas/Fort Worth with retirement income planning.
Our process will help you answer questions like:
Will my money last as long as I do?
When can I make work optional?
How much income will I have (and from where)?
What if something happens to me (or my spouse)?
What risks should I be worried about?
Which investments are right for me?
Do I need a will or a trust?
What if I inherit money?
How can I legally lower my taxes?
Should I have a Roth conversion plan?
When should I take TRS?
How does the Social Security Fairness Act affect me?
What are my healthcare options?
What about Medicare and IRMAA?
Healthcare professionals and educators particularly benefit from our services. We also do great work with widows and widowers (and couples who want their spouses well-taken-care-of when they’re gone).
If you have questions like the ones above, book a free coffee meeting with a CFP® Advisor.
Why Our Clients Love Us
Fiduciary
Everyone talks the fiduciary talk these days. But it’s walking the walk that sets us apart. We have a core belief your life savings shouldn’t be managed by an advisor motivated by commissions. That’s why we’re members of NAPFA, Fee-Only Network, and XYPN. These organizations are exclusive to fee-only, fiduciary advisors.
Boutique
In a culture rapidly moving toward cold, impersonal interactions from faceless companies, we’re proud to work 1-on-1 to deliver customized advice tailored to your unique situation. However, “boutique” doesn’t mean we sacrifice quality. We utilize the strength and resources of Schwab — but our firm is independent and you know who will answer your call.
Holistic
So many advisors focus solely on investments. But that’s not all that matters. What about taxes? What about coordinating income streams like pensions, Social Security and retirement accounts? What about Medicare and IRMAA? Roth conversion plans? Our clients receive holistic, customized retirement income plans designed by a CFP® professional.
Start to make a mindset shift with the Retironomics framework. Get the playbook we use with our best clients as we help them enjoy and preserve their wealth.
Social Security benefits can turn out to be a MILLION-DOLLAR income stream for our average clients. Don’t throw away money by making these common mistakes!