Who We Are
Get to Know Us
Retirement Planners of Texas, Inc
A Better Way to Achieve Success
With over 20 years of experience in the industry, we are proud to offer sound advice to help guide you into and through your retirement. With our boutique approach, we put you first, every step of the way, unlike big box firms.
Our goal as an independent firm is to help you build your long-term wealth by taking control of your investments and ensuring they’re working towards your long-term goals. To accomplish this, we spend time learning more about you and what you value, not just the numbers that follow.
What to Expect When We Work Together
Keeping Families in Focus
Our passion lies in building a trusting relationship with you and your loved ones. As such, we maintain a welcoming environment in which our clients feel like family. Ensuring that there is a good fit between us is key to developing a plan that we both feel confident in moving forward.
Keeping it Simple
It can be overwhelming to learn about finances, but it doesn’t have to be. As part of our commitment to your financial education, our financial and investment presentations are simple and easy to understand. Our firm offers a genuine, transparent experience where you can ask questions to feel more confident going forward.
Helping You Succeed
As a company, we strive to work with like-minded people who have clear goals for the future and enjoy every moment of the journey. You can depend on us for unbiased recommendations, without judgment based on your individual circumstances. We’re here to help you succeed. As we gain an understanding of your overall financial picture, we’ll make recommendations to help you reach your financial goals.
Our Fiduciary Responsibility
As CERTIFIED FINANCIAL PLANNER™ professionals we are required to act in the best interest of our clients. Our responsibility is to put your interests ahead of our own. We will work diligently to help you reach and maximize your financial goals. And, we will do our best to help you understand how your wealth is spent.