(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)Share ...