3418 Olsen Boulevard,
STOP the Cookie Cutter Portfolios and Get REAL Social Security, Retirement Income, Tax, and Investment Advice
Many Americans do not know what their chances of retirement success are because they've been told by their advisor to just "Buy and Hold" when markets are crashing. That is not planning.
We are an independent firm. We want a better solution than we see with some Wall Street firms that lazily throw you into conflicted investments with special back room deals (revenue sharing), and not providing the real advice you expect from professionals who manage your retirement income.
We use Morningstar Portfolio Risk Analysis, Social Security Optimization software, MoneyGuide Elite Retirement planning software, and PathFinder goal list software to make sure nothing falls through the cracks of providing you customized planning to achieve your family's income safety and estate goals**.
Our team works hard to define your goals and communicate clearly often.
Our number one goal is to help plan for your lifetime retirement income success through Social Security Optimization reports, safe investments, tax reduction strategies, estate planning, and more.**
Call today at (806) 359-7766 or email firstname.lastname@example.org to work with an Independent, Texan Advisors that truly cares about planning your family's financial health and future.
*Retirement Plan scoring is based on Monte Carlo simulation and is not guaranteed. Past Performance does not guarantee future results.
**Disclaimer: In this context, safety is provided through 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, or guaranteed by any government agency. Insurance and Annuities are not fiduciary products. Life Insurance and Annuities are not sold as a fiduciary and are offered by the advisor as an Insurance Agent.
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.
Retirement Plan scoring is not guaranteed. Past Performance does not guarantee future results.