Five years

A Dangerous Decade 

The five years before you retire and the next five after retirement are among the most important and vulnerable for a retiree’s savings. The reasoning is that, as you approach retirement, there are far fewer years left to correct or recover from a mistake. The consequence of a misstep during this time can affect your quality of life in retirement, and the likelihood that you’ll have enough to last the rest of your lifetime. If retirement is fast approaching for you, or even already here, you want to make sure you have everything figured out. Reach out to us, we can help you discuss your options.

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Starting November 11th 2024, our Fort Worth office will now be located on the SEVENTH floor in Suite 703

Reach out to us if you have any questions!