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Personalized Solutions
For a Sound Financial Future

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Retire with Confidence

At Retirement Planners of Texas, we strive to simplify your retirement concerns by empowering you with strategies to secure your next chapter. By supporting you in recognizing your needs and the extent of your assets, we’ll set you on a path toward achieving financial freedom.

Our Focus

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Protecting Your Standard of Living in Retirement

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Ensuring your retirement income lasts in retirement

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Leaving a Sufficient Amount to Your Children and Family

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Growing retirement money tax-free

Our Process

Retirement Planning

We’ll work together to develop a plan that addresses your unique needs. Whether you’re accumulating assets, preparing for your retirement transition or currently in retirement, you can feel confident in your financial decision-making moving forward.

Legacy Planning

Rather than producing an assortment of documents used to transfer assets, we provide assistance in creating your legacy plan. Through our guidance, we’ll help you pass on the values you cherish in a way you want to be remembered.

Income Planning

Our goal is to create investment strategies that ultimately provide inflation-adjusted income for life. In terms of allocating assets, these strategies will address your tax exposure and provide the most tax-advantaged distribution while giving the greatest probability of meeting your lifetime income goals.

Tax Diversification

When it comes to taxes, our goal is to help you minimize any hurdles that may stand in the way of you achieving your goals. We’ll work together to review your tax return and share our observations about how to more efficiently maintain and grow your earnings.

Investment Management

Everyone’s situation is unique. As such, we will help you develop, clarify and plan for your financial goals and priorities and ensure your wealth is effectively utilized to achieve them. We recommend that clients only invest “extra” money they may have, which is why we develop a plan prioritizing what you need versus what you may want.

Our goal is to provide unmatched service in order to guide you to financial independence. If you have any questions or concerns, we’re happy to address them during our initial complimentary consultation.

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