EDUCATING

We believe in educating our clients, and appreciate the frustration that can occur when conversations about retirement planning include words that may be new, or difficult to understand. Because of this we thought to give you an extensive glossary of terms that you may hear or read about in the news, along with some easy to understand explanations. We think this will help you to better understand your choices, and to ask questions that are personal to your situation. Call us, we are always here to help.

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

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