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, including:
An annuity is a financial product that allows a contract holder to accumulate money on a tax-deferred basis and receive a series of payments at regular intervals. People purchase annuities to obtain an income they will receive from Social Security…
No matter where you are in life, we can provide you the guidance, tools, and services to help prepare for retirement on your terms.
Social Security Optimization
We can help you understand your Social Security benefits and educate you on how you can maximize those retirement benefits.
Long-term care insurance helps replace a major portion of your income when you are injured or unable to work. The right long-term care plan is a very important element of your total protection…
Term & Whole Life
LIFE INSURANCE- If you can’t be there to catch them, give them a safety net. Life insurance is one of the most important investments you can make in your family’s future…
Life can change – the birth of a child, the death of a loved one, the loss of a job, a major purchase – which will readjust your customized strategy.
Retire Well Dallas and the “CPA Team-based Model” helps CPAs and Financial Advisors create better results and deliver more value to you, the client….
Learn about income strategies for guaranteed lifetime income that can help you maintain your lifestyle now and in retirement.
One of the keys to a reliable financial strategy is spending less than you take in, and then finding a way to put your excess to work.
Investing is about proper planning to achieve your financial goals: retirement, paying college, or just providing for your family.
Creating a plan that balances the goals of both the organization and its employees requires thorough analysis and review of benefit options and costs.
Understanding how tax strategies are used to manage your tax bill should be a major part of any reliable financial approach.
Effective estate management enables you to manage your affairs during your lifetime and control the distribution of your wealth after death.
Financial Education Courses
I’m an instructor with Adult Financial Education Services (AFES), specializing in planning and guidance for those who are seeking a better lifestyle and a guaranteed income in retirement.
Lifestyle matters look at how to balance work and leisure efficiently, how to make smart choices for the future, as well as many other items regarding how to help you enjoy the journey.