Why Us?

We are experienced in understanding Social Security and how to optimize your retirement benefits. Creating a clear retirement plan for those living in Dallas, Fort Worth and the surrounding areas is our specialty. We take a holistic approach to our client's retirement vision, investment and tax strategies and wealth management to provide personalized paths to help achieve their financial goals.

We'll Help You

 

  • Decide the best time to start claiming your Social Security benefits
  • Increase total Social Security benefits through different claiming strategies
  • How to avoid missing out on substantial Social Security benefits
  • How to coordinate Social Security benefits with other retirement income sources
  • How best to reduce taxation once you start receiving Social Security benefits

Our Team

Latest Blogs

When are you going to retire? How did you make that decision? Many of us look at finances and health when we’re deciding when to retire. Whether or not we realize it, we’re also considering our emotions and what we imagine for the future — we compare how we feel in our current circumstances to how we expect to feel in our anticipated retirement. 1 With that, we tend to overestimate our future emotions, thinking...
What money topics are the most taboo to talk about? Earnings, debt, inheritance, or net worth? For most of us, many financial topics are simply off-limits. 1 That means that many of us are not discussing money as much as we probably should be. 1 Without those talks, myths about money and financial conversations can get a much stronger grip on our perspective and our financial decisions. That silence may end up stunting our financial...
What’s the first thing you think of when it comes to money? Are your thoughts more positive or negative? Whatever’s natural to you can speak to your money mindset. 1 And that money mindset can shape your financial views and habits. It can also reveal more about your values and beliefs, not just about finance but about life in general. 1 With that, understanding your money mindset can start to highlight where it may be...