Secure Your Retirement with Rob the IRA Guy
NEW BRAUNFELS TX
You’ve spent your adulthood working and saving. Now it’s time to enjoy life in retirement! Our team is committed to protect and grow what you’ve saved and turn it into income that lasts as long as you do. Our business is based on providing solutions that provide comfort, trust, and security.
Rob the IRA Guy is here to help ensure your money is safe and secure. Their goal goal is to provide you with the support and assistance it takes to gain the peace of mind you deserve during your retirement years.
Annuities
Discover the power of annuities to support your retirement planning goals. With customizable options and guidance from experienced professionals, we help you navigate the complexities of annuities to meet your unique needs.
Income Planning
We specialize in crafting personalized income strategies tailored to your unique retirement goals. Whether you’re approaching retirement or already enjoying your golden years, our comprehensive approach ensures a stable and reliable income stream, providing peace of mind for the years ahead.
Investment Planning
Maximize your investment potential with our tailored investment planning services. Our financial advisors will collaborate with you to develop a customized investment strategy aligned with your risk tolerance, goals, and timeline, helping you build and preserve wealth throughout your retirement.
Tax-Free Retirement Planning
Navigate the complexities of tax regulations with our strategic tax planning services. We’ll work closely with you to optimize your tax situation during retirement, ensuring you keep more of your hard-earned money while adhering to legal requirements.
Healthcare Planning
Safeguard your well-being in retirement with our healthcare planning expertise. We help you anticipate and manage healthcare costs, explore insurance options, and create a plan that ensures you have access to the care you need without compromising your financial stability.
Legacy Planning
Leave a lasting impact on future generations through meticulous legacy planning. We assist you in developing a comprehensive plan for the distribution of assets, minimizing tax implications, and ensuring your wealth continues to benefit your loved ones and chosen causes according to your wishes.
Meet the Founders of Rob the IRA Guy
Rob & Heather Dorrestijn
Introducing Robert and Heather Dorrestijn, founders of Rob The IRA Guy, operating from various locations across Texas and the United States. With a focus on integrating financial, insurance, tax, and legal planning, their mission is to provide clients with comprehensive understanding and guidance in today’s economic landscape. Specializing in retirement strategies since 2000, they offer insights tailored to help clients protect their principal and achieve long-term financial stability.
MEET THE TEAM
Meet the dedicated team at Rob the IRA Guy. Our professionals bring a wealth of expertise in retirement planning, ensuring your financial well-being.
Jim Coultas
Senior Account Executive
Adam Goodman
Tax Advisor
Nancy Morcher
Receptionist
Dominique Reiman
Client & Marketing Manager
Margarita Rodriguez
Administrative Assistant
Alex Roig
Attorney
Charley Schmidt
Senior Account Executive
Educational Resources
Discover valuable insights, practical tips, and expert perspectives on effective financial management through our financial blog. Our goal is to equip you with the information and resources you need to make informed decisions and enhance your financial well-being.
Learn the Pros and Cons to Make an Informed Decision In the realm of financial planning, preparing for the potential need for
Don’t ‘Set and Forget’ Your Retirement Plans In the journey towards a secure retirement, an annual financial review serves as a crucial
Step-by-Step Guidance to Evaluate Your Financial Health As the year draws to a close, taking stock of your financial health becomes imperative.
Will This Toll Help You Combat a Common Retirement Risk? As individuals plan for retirement, one critical challenge they face is longevity
Advancements in Healthcare Can Cause Financial Challenges in Your Golden Years In an era where advancements in healthcare and living standards are
Learn Strategies That May Help You Lower Your Tax Burden Understanding the tax implications of Social Security benefits is an essential aspect
READ OUR LATEST GUIDE
Maximizing Your Social Security Benefits
This guide offers an overview into Social Security benefits to help you carefully consider each strategy and understand your options for building a future for you and your family.
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