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Active Retirees

We help Women and Couples ages 60+, who have successfully retired and desire to balance early retirement activities with long-term retirement security. You are fully aware that good health is a gift whose time period is unknown, and you want to make the most of every day to enjoy the people, places and things that matter most to you. If you're in this group, you want to know:

  • What you need to do to ensure your money lasts your whole lifetime.
  • How much you can take from your investments without running out of money.
  • Which account you should take money from first – taxable, tax-deferred, or tax-free.
  • How to rollover your employer retirement plan account.
  • How Net Unrealized Appreciation could benefit you.
  • How to correctly withdraw money from your IRA.
  • If a Roth conversion makes sense for you and your family
  • If you have the correct mixture of investments for your income needs and desired risk level.
  • How to protect your assets from potential losses that could impact your wealth and lifestyle.
  • If you have the correct Medicare supplement.
  • What options you have for covering extended medical costs without burdening your family.
  • How to minimize your taxes – income, property, and estate taxes - now and long-term.
  • How to ensure your estate planning documents meet your objectives in providing for children and grandchildren.
  • Strategies to support your values and give back to your community.

Contact us at or call us at 817-849-1375 to learn how we can help you get and stay on your best path.