Helping families with retirement & pre-retirement planning while maximizing your social security benefits: Annuities, Wealth Management, Life/Disability/Long Term Care Insurance, College Funding and Tax Specialist.
We Specialize in Retirement Planning
Welcome to Retire Well Dallas
“Your Money Matters”
We at Retire Well Dallas have a simple goal: To make your retirement the best years of your life.
Time and finances can slip away almost invisibly. We have seen it happen all too often, too unnecessarily. We understand how important time and financial security are in our own lives, so we care about every client that walks through our doors. It’s why we at Retire Well Dallas dedicate so much time upfront to understand your financial and lifestyle objectives before we offer any financial advice. We’re committed to delivering you a custom strategy based on your individual needs, not some tossed-off stereotype or 4% rule that sounds great in theory but can’t be realized in practice over the long term.
Members of Ed Slott’s Elite IRA Advisor GroupSM train with Ed Slott and Company on a continuous basis, have completed requisite training, passed a background check, attend required workshops and complete mandatory exams. They are immediately notified of changes to the tax code and updates on retirement planning, so you can be sure your retirement dollars are safe from unnecessary taxes and fees.
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
Life Insurance: If you can’t be there to catch them, give them a safety net.
How much will you need when you retire?
The number one concern pre-and post-retirees have is not dying, it is running out of money! We face a longevity risk. Most Americans retire when they reach 65, but they may live well into their 80s, 90s, even past 100. Wherever you are in that spectrum, an all-season portfolio could be the answer.
The Retirement Income Gender Gap
Studies show that American women control $14 trillion of wealth and have life expectancy several years longer than previous generations. That’s the good news. Here’s the concerning news: women today also face lower lifetime earnings than their male colleagues and longer periods of disability.
Navigating the College Savings Crisis
Are you sitting down while you read this? Please sit, because I don’t want you to faint. College costs roughly triple from the time a child is born until the day he/she moves into the dorm.
The Most Misunderstood Investment Vehicle
Were Hamlet a contemporary American rather than a fictional prince of Denmark, here is what would perplex him:
“To buy, or not to buy life insurance? That is the question! Whether Whole Life ‘tis better for the family fortune, or to invest in a Term policy in the event of a sea of troubles, And, by thus investing, end them?”
Is a Reverse Mortgage Right for You?
We’re living longer, healthier lives, but with that comes the added stress of maintaining your desired lifestyle for a lengthier retirement. You know it’s necessary to plan and consider all your available retirement tools, but is it possible you’re overlooking the most valuable tool of all – your Housing Wealth?