Thorough knowledge of Dallas and Fort Worth area company pensions and 401(k) savings plans. Customized financial plans designed with a goal to enhance returns through tax planning coordination. Strong network of strategic partners, such as CPAs, estate planning attorneys, and insurance providers. You are in the peak earning years of your profession and less than 10 years from retirement.
You want a realistic assessment of when you can afford to stop working and how to optimize your savings to live the life you value most. You have a corporate retirement plan but retirement is still down the road. You want a long-term, comprehensive financial plan with short-term milestones that you can start working on today.
You want a realistic assessment of when you can afford to stop working and how to optimize your savings to live the life you value most. You have a corporate retirement plan but retirement is still down the road. You want a long-term, comprehensive financial plan with short-term milestones that you can start working on today.
Services
We also offer a one-time consultation, which includes a customized financial plan for a one-time fee of $2,500. For those that fit the Wealth Builder Profile but have $100,000-$200,000 to invest, we offer AUM with a discounted rate. Charles has enjoyed his career as an architect for the last 40 years.
North Texas Wealth Management is a fee-based wealth management firm that was established in 1968. We specialized in retirement planning long before it was mainstream, but in more recent years we have expanded our services to help not only work veterans but those that have started the journey of saving for retirement.
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm's mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products.
We pride ourselves on unparalleled service. Our financial professionals and support staff work as a team to ensure efficient implementation of your Wealth Strategy. We offer a range of client communications - from personal phone calls to your on-demand client website - so you can engage with our planning and wealth management services on your own terms.
Reviews (1)
Linda Donlon
Sep 19, 2018
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