READY TO TAKE THE NEXT STEP?

All of the services we offer cover the five key areas of our retirement planning process. Once we develop your plan, we do not stop there. Now, begins the journey. We will be there to help you implement and manage your plan every step of the way for the rest of your life. Take the first step toward having the retirement you have always dreamed of! Click below to schedule a complimentary, no obligation financial review today!

Want to know more about our process? Scroll down and read below.

Step 1:
Income Planning

We will evaluate your current income situation to help to ensure your expenses can be paid month to month with reliability and predictability. We also help ensure that your social security is maximized. Along with that we take a look into your pension options & decisions, your plan for a premature death of a spouse, inflation, & other considerations that are critical for your income plan.

Step 2:
Investment Planning

We’ll start by analyzing your risk tolerance and risk capacity, then we will create portfolios that are customized to your overall financial goals. We can offer a universe of funds and equities to create cost-efficient and high-quality portfolios based on your goals.

Step 3:
TAX Planning

The goal of our tax planning is to generate more tax diversification. This means that we’ll assess your current tax liability whether it is income taxes, capital gain taxes, or estate taxes and work to develop strategies that will minimize the taxes you pay during your retirement, as well as when passing on your wealth to the next generation.

Step 4:
HEALTHCARE Planning

Understanding and navigating the healthcare system can be overwhelming. Whether you would like to retire before Medicare, on Medicare, or are concerned about the high costs of Long-Term Care, we take the time to ensure that you know your options, and create a personalized plan that matches your health and budget.

Step 5:
LEGACY Planning

It’s important to us to help make a plan to maximize the amount that your loved ones will inherit. We also want to help you control how the money is to be given, and minimize the taxes that are paid.

Let’s Get Started

Get started on your retirement journey and let us help you work toward having the retirement you’ve always dreamed of

Start Your Journey Today!

PROVIDING RETIREMENT PLANNING TO TEXAS AREA & BEYOND FOR RETIREES & PRE-RETIREES FOR OVER 20 YEARS.

TALK TO ROB THE IRA GUY TODAY!