Achieve Financial Well Being by Addressing Your Long Term Financial Goals

How Important Are These Things To You?

• Providing for your family
• Do I have the proper amount in an emergency fund?
• Enjoying your retirement years
• My rate of return over the years and is it competitive
• Is there anything else I can do to reduce my income taxes that I’m not doing now?
• Do I have the proper amount of insurance so my family will be taken care?

Would you like to take control and simplify your financial life? Retire Guides is a fee-only financial planning firm that takes no commissions or physical control of your assets. You receive customized advice based on your financial goals…no matter who you are, where you are, and no matter your net worth.

We Take A Practical Approach to Retirement Planning By Addressing:

• How much money will you need to retire with the lifestyle you want
• Tax Saving Plans to reduce taxes from chewing up your retirement funds
• Assessing Your Risk Tolerance For Your Investment Portfolio
• Insurance Planning to protect you and those who matter most

Need to talk to someone now?

Call us to schedule an appointment. Secure your financial future now and take out the anxiety and uncertainty of settling your affairs.

Honest, Clear…and Simple

Financial planning is personal and personable. Your financial future should not be scary or bring on anxiety every time you think about it. Our process starts with a simple conversation where we ask a lot of questions to learn about your financial goal. “What do you need and want for your future?…what are your financial concerns?” You choose the level of service, from small projects to complete financial roadmaps.

Start Your Tomorrow…Today!

Wealth Management: Strengthening financial futures, one relationship at a time

Our extensive wealth management experience — combined with personal attention — provides our clients with the confidence they need, knowing their financial advisor is a true partner in strengthening their families’ financial futures and assisting in reaching their financial goals. Retire Guides uses its broad net of expertise and resources to deliver solution to help protect, build and pass on your accumulated wealth on to generation to come.

Investment Management: Let Us Help Your Shape Your Legacy

At Retire Guides, we help you invest wisely to achieve your life-long goals of today and shape your legacy for future generations.

Legacy Planning

• Who will look after my loved ones if I pass away or become incapacitated?
• Assist with the understanding of charitable giving
• Who should be my trustee/executor of my estate?
• What is the best way to choose successor to continue the success of the family business?

Family

• What is the best plan to care for aging parents?
• How do I care for children who are not financially responsible? Have chemical dependency issues?
• How do I instill hard work and responsibility to my children without spoiling them?
• What are the option to pay for my children(s) education?

Asset Protection

• Am I paying too much in taxes?
• Am I taking advantage of all the tax benefits that are available to me?
• How can I protect my children’s inheritance from the possibility of divorce?
• How do I provide for a family member with special needs?

Retirement

• When can I retire?
• How much money will I have in retirement?
• How do I plan for health care during retirement?
• Are there investment income opportunities that I can take advantage of?

Free Portfolio Review

Please contact us today by calling 817-283-9787 or fill out the information below for your free portfolio review.