Amarillo Office

3418 Olsen Boulevard

Suite A
Amarillo, TX 79109

Making IRA 401k Rollovers Easy

Do it the Right Way, Create a Custom Plan instead of being sold an investment.

Do it the Right Way, Create a Custom Plan instead of being sold an investment.

Often the trip to the "Financial Advisor" is sales pitch. You need a Retirement plan and Investment Policy Statement to forecast how your investments affect your future income and score it for likeness of success. Do this just makes common sense. Further, we can potentially reduce your fees, help you decrease taxes long run, and recommend investments that fit your retirement income safety goals**. 

Call today at (806) 359-7766 or email [email protected] for a friendly consultation to plan a new investment chapter in your life exploring your Lifetime Income Safety Score*. 

*Plan scoring is not guaranteed. Past Performance does not guarantee future success.

Schedule A Friendly Visit

**Disclaimer: In this context, safety is provided through Life Insurance and Annuity products offered by insurance companies and based on the full faith and credit of the underlying insurer and its claims paying ability. These are not FDIC insured and are not bank deposits and are not guaranteed by any government agency. Insurance and Annuities are not fiduciary products.

Some policies lose cash value over time, leaving the investor with only the income guaranteed by the Insurance Company. Review the company issued illustration and the benefit terms carefully and it’s credit ratings before investing.