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We specialize in evaluating and analyzing complex and challenging financial situations that affect retirees and those contemplating retirement.
Locations: Fort Worth and Dallas.

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DFW Retirement Radio – On every Saturday from 2-3 PM on 820 WBAP Radio.DFW Retirement Radio provides information and discussion regarding successful retirement strategies and plans.

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Social Security rules have changed! Should your strategies change? DFW Retirement Planners can guide you through the new rules. Schedule a Complimentary Social Security Analysis today!

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Our Retirement Planning Workshops are designed for those in the early stages of retirement; or about to retire. Dallas Dort Worth Retirement Planners workshops explore difficult retirement questions.

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DFW Retirement Planners

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Britni Levensailor - 4 Retirement Hacks To Help Reduce Retirement Planning Stress

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Retirement Planning Workshops

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Tue 19

Retirement Planning Workshop Dallas February 19, 2019

February 19 @ 6:30 pm - 7:30 pm
Wed 20

Retirement Planning Workshop Dallas February 20, 2019

February 20 @ 6:30 pm - 7:30 pm
Thu 21

Retirement Planning Workshop Dallas February 21, 2019

February 21 @ 6:30 pm - 7:30 pm

Retirement Mistake #3: Misunderstanding Medicare & Social Security

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   DFW Retirement Radio, the weekly radio program of DFW Retirement Planners, recently started a radio series on "The 11 Biggest Mistakes People Make Before Retiring."    Britni Levensailor, Read More

Pension Problems? DFW Retirement Planners Can Help

(DALLAS-FT. WORTH, TX - DFW Retirement Planners News)   Underfunded pensions have been in the news recently both nationally and here in North Texas.  Britni Levensailor recently talked about the issue in her weekly radio program "DFW Retirement Read More

Investment Advisory Services provided through Jim Poe & Associates, Inc. (JP&A). JP&A is registered as an investment adviser with the state of Texas and only conducts business in states where it is properly registered or is excluded from registration requirements.

Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. Information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services or products found on websites linked to ours.

Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor's portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark. Insurance services provided through MBL Insurance Agency, LLC.

Fort Worth Location: 6040 Camp Bowie Blvd Suite 3, Fort Worth TX 76116
Dallas Location: 17300 Dallas Parkway Suite 3190, Dallas TX 75248

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