Additional business details
Fee-only financial planning for individuals desiring a custom path to retirement. Regardless of where you are in your path to retirement, or if you're currently in retirement, we assess your entire financial profile and build recommendations for your unique journey. Our approach to financial planning is to listen to how you envision your legacy in retirement and beyond. We assess your investment portfolio, healthcare options, Social Security, insurance, estate planning and legacy goals, and retirement withdrawal strategies.
We specifically specialize in minimizing retirement related taxes and maximizing retirement lifestyle. Our office is located in Longview, TX, however we also serve clients in various states through virtual platforms.
Retirement Planning, Investment Management, Pre-Retirement Planning, Retirement Income Planning, Investment Advisory Services, Retirement Withdrawal Strategy, Fiduciary Financial Planners