Retirement and Planning in Texas
Educators
Educators are Nation Builders. They influence the generations that come and our future as a society. It is an honor to serve and support all those who do so much for our children and our future. We use our expertise in maximizing the Teacher Retirement System (TRS) and other financial tools to your greatest benefit.
Families
As a parent, you're not only pursuing your own aspirations, but guiding your children towards their own success. That's why starting a savings plan early is considered vital to pursuing the college education your child deserves, especially as tuition rates continue to rise.
From establishing a 529 plan to researching financial aid options and grants, we can help you examine college investment options to build a personalized portfolio that considers your financial goals, risk tolerance, and timeline.
Retirees
You've worked hard in your career and are ready for relaxation and celebration. However, the transition from a career and steady paycheck to living on the wealth you've accumulated can be filled with uncertainty.
Together, we'll develop a plan that helps you accumulate wealth while you're still working and aid your transition to a taxed retirement income.
Business Owners
Between managing employees, building client relationships, and maintaining the quality of your products or services, growing a business is a demanding task.
It's easy to get swept up in the day-to-day management of your business and lose sight of financial planning considerations that may lead to growth. We can help you create a financial foundation that aims to care for your key employees and executives and reduce the impact of an unexpected loss.
When it's time to pass the torch and leave your business, we'll be here to plan your business succession and exit strategy to help ease the transition into life after work.
