Retirement Planning Made Simple
Experience
Serving Clients Since 2006
Retirement Financial LLC was established in Dallas, TX in 2006 as an investment and retirement advisory firm. The firm specializes in retirement planning, utilizing a holistic approach and financial strategies designed specifically to meet the needs of individuals age 50 and older. Essentially people nearing or in retirement.
Helping clients achieve the right balance of banking, insurance, and investment solutions to finance a successful retirement, at a low cost, is the focus of the firm.
By age 50, many have grown their retirement savings meaningfully and are now equally concerned about protecting those gains. Additionally, they may have a desire to enhance their future retirement income potential.
Company pensions are becoming a thing of the past or just aren't adequate. Creating one's own "personal pension" plan to supplement Social Security income is an appealing concept.
Today, eighteen years later, we continue our laser focus on helping clients strike the right balance of safety and certainty, coupled with an appropriate level of risk-taking.
Our goal is to help you achieve long-term financial security as you transition through the accumulation phase of building your nest egg to the distribution phase of managing your retirement money. Let the journey begin.
Convenience
Digitally native brand
We meet you where you are. Meeting face-to-face at your home or office, or by utilizing an online web conference. If you prefer, we can also meet at one of our convenient flex-shared office locations, or our favorite location, Panera Bread restaurants.
Evening and weekend appointments are also available.
Utilizing the latest technology and shared business platforms allows consultants to work remotely and efficiently. No need for expensive brick-and-mortar retail offices staffed with administrative assistants.
We are part of a national network of independent firms utilizing centralized back-office administrative support services.
Value
It's your money, why pay more?
The costs associated with retirement planning and managing your money has never been lower. Innovative financial pioneers like Jack Bogle and Charles Schwab helped lay the foundation.
Jack Bogle founded the Vanguard Group and in 1976 created the first index mutual fund for retail investors that tracked the S&P 500. Charles Schwab helped to democratize investing by offering discount brokerage services in 1975 and was the first major brokerage to reduce stock trading commissions to $0 in 2019.
Thanks to these early trailblazers, investing today is easier and more affordable for everyone. And our firm does not charge any additional fees either. Zero, Zip, Zilch.
Integrity
Doing the Right Thing
We always put your best interests first. It's that simple. The firm has never been the subject of any client, industry, or regulatory disciplinary or legal actions. We strive to do what's right because it's the right thing to do.
"Integrity is one of several paths, it distinguishes itself from the others because it is the right path, and the only one upon which you will never get lost."
- M. H. McKee
