DFW Retirement Financial Planning
(DALLAS-FT. WORTH, TX) According to retirement planner Britni Levensailor, one of the most important things that she tries to help clients understand is the power of knowledge. And with regard to financial planning and other issues related to money, Levensailor says, there’s so much information that the learning process can be intimidating.
Strategic Partners in Financial Planning: Taxes, Estate Planning, Social Security and Medicare
That fact, Levensailor says, is one of the reasons that DFW Retirement Planners has assembled a team of strategic partners to help clients in key areas related to financial planning. DFW Retirement Planners provides complete retirement financial planning from a complete 360 degree perspective.
She added, “At DFW Retirement Planners we are financial planners. Yet, when we work with our clients, questions about taxes, estate planning, social security and medicare come up regularly. So we assembled our team of strategic partners to bring our clients support in these key areas.”
Ms. Levensailor says that giving clients access to these specialists helps them on number of levels. She added, “Regularly, I hear our clients say that our strategic partners help them save time and money. We have a number of firms across the Metroplex that we work with. Because of this, we’re able to give our clients a number of different options for support. And, since we’ve had a chance to work with several of our strategic partners for years, we can recommend them with a high degree of confidence.”
DFW Retirement Radio – DFW Retirement Planners Weekly Radio Program
On DFW Retirement Radio, DFW Retirement Planners’ weekly radio program, the strategic partners are regularly featured. Pete Thomson, co-host of DFW Retirement Radio, commented on the strategic partner interviews.
Pete said, “The strategic partner interviews on DFW Retirement Radio really underscore the 360 degree approach that DFW Retirement Planners takes when helping their clients. Planning for retirement, of course, is very much about investments and planning for income through age 100. But as we all know, there are some other issues that come up. Our strategic partners are very valuable for addressing those issues and needs.”
DFW Retirement Radio is broadcast Saturday at 2PM on WBAP Radio.
DFW Retirement Radio – Retirement Financial Planning Info Online 24/7
Listen to previous episodes of DFW Retirement Radio.