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

If you have a child graduating from high school or college and entering the workforce, they may have the opportunity to open up a 401(k) through their new employer. In some cases, that employer will also offer matching contribution funds up to a certain percentage. While it sounds like a no-brainer to take advantage of these benefits early, less than one-third of employees ages 25 and younger participate in their employer’s 401(k) plan. It’s essential...
Kolleen Schocke |
Categories
Car ownership is necessary for many of us to get around, especially for those who live far from public transportation. While you may choose to drive something practical for your everyday commute, errands and travel, you probably have dreams of driving a car that’s fun, sporty and luxurious. Owning an expensive luxury or exotic vehicle may seem out of reach, but there are financial options available to make your dream a reality. Here are some...
Kolleen Schocke |
Categories
If you and your spouse are making plans to retire, you’re probably wondering whether it’s a good idea to retire at the same time. Many couples go through the same thought process and, in fact, one in four couples quit their jobs within a year of each other. But retirement is a decision that should be carefully thought out. Here are some things to consider when deciding whether to retire at the same time as...