“Plan your work, and work your plan.”
After serving 34 years in Texas education as a teacher and coach, and upon entering the “semi-retired” generation, I realized that not enough resources are available for prospective retirees.
My goal is to provide “sleep insurance” to all who are interested in building a safe, secure, sound, and risk averse financial retirement portfolio. Simple as that.
One on one, and a face with whom you can discuss your needs and options. Specializing in “fixed rate” and “fixed-indexed rate” products only, and focusing on 403b, 401k, and IRA transfers and rollovers.
Texas Teacher Retirement System transfers, known as a Partial Lump Sum Option is one of our most important services. Many opt for the bonus features on these transfers, which can add 5-15% to your account, and can build a “lifetime benefit” account currently averaging up to 7% annually! These lifetime benefit accounts have a “stepped-up” basis, so your account will be locked in at it’s new values each year. Your principle will never be reduced!
If a “lifetime income stream,” to coincide with your Social Security, Texas Teacher Retirement, or your pension plan, is something that might interest you, contact me. Working for Texans is my goal.
The more you know, the better prepared you will be.
