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You are here: Home / Dallas Fort Worth Retirement Planners / DFW Retirement Planners: Your “One Stop” for Retirement Planning

Feb 17, 2018

DFW Retirement Planners: Your “One Stop” for Retirement Planning

(DALLAS-FT. WORTH, TEXAS —  DFW Retirement Planners News)   It’s taken over a decade to assemble, but Britni Levensailor says that the ‘team ‘ is in place at DFW Retirement Planners.   The ‘team’ she’s referring to is a group of strategic partners that help the clients of DFW Retirement Planners with any issue regarding life in retirement.   Britni said, “Through over a decade of serving North Texas, we’ve been able to put together a team that can help our clients with anything that they will face in retirement.  From tax planning to Social Security to Medicare to estate planning, our goal is to be the only phone number that a client needs for issues that come up in retirement.  We are the “One Stop” solution for all things pertaining to retirement planning!”

The advantage of the strategic partner team is helping clients save time in retirement, according to Alan Maples, who in addition to being a planner at the firm, is also an estate planning attorney.   He said, “Instead of driving all over DFW, our clients can get all their needs covered under one roof.  I meet with folks regularly that come by my office for estate plan assistance after they’ve met with one of our planners.  They really like the fact that they can get all the important issues in their life handled at our firm.”

Levensailor is host of DFW Retirement Radio, heard Saturdays from 2-3 PM on WBAP Radio.  Regularly on the program, she talks to members of the strategic partner team.   She added, “Whether it’s talking to Alan about estate planning questions or our Tax Team regarding saving money on taxes in retirement, we love showcasing our strategic partners.   It’s truly one of the things that makes DFW Retirement Planners different from firms that don’t offer this level of service.”

For radio listeners and consumers who want to learn more about the strategic partner team, DFW Retirement Planners offer a complimentary initial consultation at both their Dallas and Ft. Worth offices.  According to Levensailor, “Our initial consultations are a good way for people to learn about our firm and the different levels of service we can offer.”   For more information, click here or call 888-774-4492  (888-7-Piggy-Bank)

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement, DFW Retirement Planners, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, DFW Retirement Planners Reviews Tags: 888-7-PIGGY BANK, Dallas Retirement Planner, DFW Investments, DFW Retirement Planners, DFW Retirement Radio, Ft. Worth Financial Advisor, One Stop Retirement Planning, WBAP Radio

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Fort Worth Location
6040 Camp Bowie Blvd Suite 3
Fort Worth, TX 76116
817-569-7600

Dallas Location
17300 Dallas Parkway Suite 3190
Dallas, TX 75248
888-774-4492

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DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

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Insurance and annuities offered through licensed professionals of MBL Insurance Agency dba DFW Retirement Planners, in appropriate jurisdictions.  Investment Advisory Services offered through TRS Advisors, LLC & Jim Poe & Associates, Inc. both state registered investment advisers and affiliated entities. Registration does not imply a certain level of skill or training. This is not an offer or solicitation to buy or sell securities. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies.  Past performance is not indicative of future results.  Investments involve risk and, unless otherwise stated, are not guaranteed. Our firms do not provide tax or legal advice; please consult your tax advisor, CPA or attorney. A copy of the Form ADV Part 2A for our affiliated investment advisory firms is available at https://adviserinfo.sec.gov/.

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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