Retirement Planning Today

This week I thought to refer you to an article that begins with the simple but universal statement “Retirement planning is a multistep process that evolves over time.” The reason I like this statement is that it relates to each of us, regardless of our age. Whether you are at the beginning stages of thinking about your retirement goals and how long you have to meet them, or you are about to begin to withdraw from your savings, planning is needed every step of the way. Call the office if you’d like to review your plan, I may have some suggestions you haven’t thought of or options you are unaware of.

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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!