top of page
640-Taylor-St-Fort-Worth-TX-Building-Photo-1-LargeHighDefinition.jpg

FORT WORTH OFFICE

640 Taylor St Suite 1200, Fort Worth, TX 76102

We will call to confirm your appointment details, and you'll also receive an email and a text message with helpful reminders and information to prepare for your in-person visit.

WHAT TO BRING

Most recent financial statements

(e.g., 401(k), IRA, ROTH, Brokerage)

A list of your social security & pension amounts along with annual expenses

Most recent tax return (all pages)

Questions you want to discuss

WHAT TO EXPECT

VISION DISCUSSION: We'll chat about how you want this next chapter of life to look, where do you want to travel? How much do you want to spend? These are just some of the things we want to cover to understand the goals you have for your retirement.

CUSTOMIZED RETIREMENT STRATEGY: Based on your goals and needs, we'll develop a tailored retirement plan that aligns with your vision for the future. 

ANSWERING YOUR QUESTIONS: We'll address any questions you noted during the event, ensuring that you have a clear understanding of your path forward.

bottom of page