5 Step Process

Are Your Plans Keeping up with Your Dreams?

We start and end with your dreams. Once we know what you want out of life – for yourself and your family – we evaluate where you are relative to your goals. We can then recommend strategies to get you where you want to be. But we don’t stop there. We help you implement the recommendations. And, we watch over your plan so that you can live your life. We continually monitor your financial situation to ensure that you remain on track to achieve your goals. Your goals remain the centerpiece of our recommendations and strategies.

Project Your Goals: Where Do You Want To Be

As your financial advocate, we take the time to understand what you want out of life and how you feel about your wealth. We will help guide you along your financial journey. By talking with you about your life and your goals we can anticipate any changes that need to occur in your financial strategy.

We organize all of your personal and family financial information in one place. Our years of experience are coupled with a comprehensive approach and sophisticated technology. We consolidate your information and present it in a way that is easy to understand and available any time, day or night.

Appraise Assets: Review What You Have

  • Investments
  • Savings
  • Retirement

Perform Gap Analysis: What You Need

  • Managing Cash Flow
  • Insurance
  • Expenses
  • Savings
  • Tax Strategies
  • Retirement Planning
  • Estate Planning
  • College Funding

Provide Options: How To Reach Your Goals

  • Detailed Recommendations
  • Comprehensive Written Report
  • Private Financial Web Page

Implement Strategies: Activate The Plan

  • Execute recommendations
  • Systematic Investing
  • Review Process

Monitor Plan: Optimize the Plan To Help Pursue Your Financial Goals

  • Performance Thresholds
  • Automated Alarms
  • Periodic Evaluation

 

Investment & Insurance Options

Financial planning is unique to each investor. Your financial freedom is worth consulting with an expert who can assist you in solidifying your financial future.

Our investment options can be divided into several categories depending on where you are at in the investment cycle. Here is a brief overview of our strategies. Please keep in mind that every individual’s situation is unique and will be tailored to the desired retirement goals.

Insurance Options

Many people do not realize the importance of be properly insured until it is too late. Being uninsured can create unnecessary financial burdens on those that are closest to us. We strongly recommend a review of your insurance status with one of our financial consultants. We recommend a review of each of the areas listed below annually.

  • Life Insurance
  • Medicare Insurance
  • Long Term Care

Have Your Financial Planning Questions Answered

Let us help with your financial planning. Navigating your way through retirement planning, investment strategies, and financial decision can be difficult…and costly. Let us put our experience to work for you and map out your financial future. Give us a call today at 817-283-9787 or fill out the information below, and one of our financial advisors will be in contact with you as soon as possible.

Financial Planning Tools

A informed investor is a smart investor!

At Retire Guides, we pride ourselves in offering in depth and relevant education resources to keep our clients as educated as possible. We know that the more information that we can provide, the better our relationship with each client will be. Here are a few investor education tools that we though might be helpful:

Need Additional Help?

Let us help with your financial planning. Navigating your way through retirement planning, investment strategies, and financial decision can be difficult…and costly. Let us put our experience to work for you and map out your financial future. Give us a call today at 817-283-9787 or fill out the information below, and one of our financial advisors will be in contact with you as soon as possible.

Free Financial Guides

  • Social Security: Myths vs. Facts
    Some myths & misperceptions keep circulating about Social Security.
    These are worth dispelling, as more and more baby boomers are becoming eligible for their retirement benefits.
  • Guide to Retirement Budgeting
    The importance of budgeting.
    You won’t be able to withdraw an unlimited amount of money in retirement, so a retirement budget is a necessity. Some retirees forego one, only to regret it later.
  • Youngsters Guide To Investing Early
    Advantages of Investing While You Are Young. While it’s true that many people start investing later in life and enjoy comfortable returns on their investments, one only needs to see a few friends have financial troubles to realize that things don’t always work out that way. Investing earlier in life can sometimes make the difference between retiring when you are ready and retiring when you are able; while you may be healthy well into your senior years, that’s not always guaranteed.
  • Guide To Creating Your Own Pension Plan
    Contrary to popular belief, classic pension plans have not disappeared. Corporations have mostly jettisoned them, but highly profitable small businesses are giving them a second look. Why are small business owners deciding to adopt old-school, employer-funded retirement plans?
  • Guide For When Someone Dies Without a Will
    When Someone Dies Without a Will
    Where do things proceed from that point? Every day, people die intestate. In legalese, that means without a will. This opens the door for the courts to decide what happens with their estates.
  • Benefit Guide To Roth IRAs
    The Roth IRA changed the whole retirement savings perspective. Since its introduction, it has become a fixture in many retirement planning strategies. Here is a closer look at the trade-off you make when you open and contribute to a Roth IRA – a trade-off many savers are happy to make.
  • Guide To Starting Your Own Business
    Aiming to start a business? What steps could you take that might promote success and longevity for your company? Here are several.
  • Guide To Active & Passive Investment Management
    Investment management can be active or passive. Sometimes, that simple, fundamental choice can make a difference in portfolio performance. During a particular market climate, one of these two methods may be widely praised, while the other is derided and dismissed. In truth, both approaches have merit, and all investors should understand their principles.
  • Guide To Using IRA Trusts
    Seemingly everyone has heard of an IRA, but few people know about IRA trusts. Perhaps more people should, for an IRA trust may provide a way to “stretch” IRA assets for decades to benefit multiple generations.
  • What to Do Financially When a Spouse Dies
    Steps to see that financial matters remain in good order. When a spouse passes away, the emotion and magnitude of the loss can send our lives reeling. This profound change can also affect our finances. All at once, we have a to-do list before us, and the responsibility of it can make us feel pressured. With that in mind, this article is intended as a kind of checklist – a list of some of the key financial matters to address following the death of a spouse.