We provide personalized TRS calculations based on your specific and unique information
We create employer retirement plans for non-profit organizations such as Public Education, Hospitals, Churches, etc.
We help you protect your family with an appropriate Death Benefit that also includes Living Benefits in the case Terminal, Chronic or Critical Illness.
We help you determine if utilizing permanent life insurance that generates tax-free income is appropriate for your retirement portfolio.
We help you take advantage of tax favorable retirement strategies in addition to employer provided retirement plans.
We help you consolidate retirement accounts from previous employers, as well as determine if current accounts can be out-performed.
We help you calculate and determine if the PLSO is right for your financial situation at retirement, and if so, which option to take advantage of.
We create and assist in administering deferred compensation strategies for non-profit organizations such as Public Education, Municipalities, Police and Fire Departments, etc.
1400 North Cooper Street Arlington, Texas 76011
Office: (888) 388-4032 Fax: (817) 417-9029
Personalized TRS Analysis
403b/Roth 403b Accounts
457b Deferred Compensation Plans
IRA, Roth IRA, SEP, Simple IRA