Financial AdvisorsInvestments
Hours:
Monday - Friday: 8:00 am - 4:00 pm
Driving Directions:
Located in the old Walmart building at 3556 Tom Austin Hwy; We are in the suite (suite 7) to the left of TSC.
We guide our clients through the retirement process and help them to understand their own personalized retirement strategy. Our clients understand how their plan will provide income for needs today, as well as the future.
We use an advanced financial planning software to build your plan, track its success, adjust for life’s unknowns, and communicate the results with you in plain English. We then help help turn your nest egg into a reliable income stream. Our approach takes into consideration other income sources like Social Security, Pensions, Rental Income, and Required Minimum Distributions. We carefully coordinate all of your income streams to help minimize taxes.
INVESTMENT MANAGEMENT:
Our investment portfolios are carefully designed to help retirement investors reduce risk, improve returns, and create a reliable income stream. We adhere to three core principals: Keep Costs Low, Own Tax-Efficient Investments, Own the Right Asset Classes
TAX PLANNING:
Our tax planning services aim to help keep taxes low today and in retirement through, Annual Tax Return Analysis, Annual Roth Conversions, and Charitable Giving Strategies
SOCIAL SECURITY PLANNING:
We help you determine the best time to collect Social Security. To do that, we take into consideration how your Social Security benefits will interact with other income sources. By analyzing your entire financial picture, we are able to choose a Social Security timing strategy that reduces your tax bill in retirement and optimizes your income stream.
