• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Contact Us
  • Call 888-7-PIGGY-BANK
  • Call 817-569-7600

Fort Worth - Dallas Financial Advisors | DFW Investments

Menu
  • About Us
  • Philosophy
    • Our Philosophy
      • Community Outreach
    • Close
  • Retirement Planning
    • Retirement Planning
      • IRAs
      • IRA & 401(k) Rollovers
      • Multi-Generational IRAs
      • Roth IRAs
      • Annuities
    • Financial Planning
      • Stocks, Bonds, Mutual Funds
    • Estate Planning
      • Life Insurance Agent
      • Long Term Care Insurance
    • Close
  • Radio Show
  • News
  • Complimentary
    • DFWRP Complimentary Items
      • ‘Retirement Readiness Mini-Kit’
      • ‘Get More From Social Security’
      • Subscribe to our Newsletter
    • Close
You are here: Home / Dallas Fort Worth Retirement Planners / Get a Second Opinion on Your Plan for Retirement

Mar 26, 2018

Get a Second Opinion on Your Plan for Retirement

(DALLAS-FT. WORTH, TX — DFW Retirement Planners News)    When it comes to a medical diagnosis many people opt to get a second opinion from another doctor before making a big decision.   When planning for retirement, a second opinion can also be valuable.   Britni Levensailor, VP of DFW Retirement Planners and host of DFW Retirement Radio on 820 WBAP Radio, recently talked about retirement plan second opinions of her radio program.

Levensailor, a co-founder of DFW Retirement Planners, says that the complimentary second opinion is available to people in North Texas.  She said, “It seems like every week we meet someone who already has a plan.  They want to know if there’s anything better that they could be doing.  And lately, with all the market volatility, we’ve been meeting a number of people who are concerned about the safety of their retirement nest egg in the stock market.”

Especially appealing to people visiting the firm for a second opinion is the “Retirement Plan Simulator” that is regularly discussed on DFW Retirement Radio.  She added, “Our retirement simulator is a very sophisticated planning software that gives a very granular view of what your life will look like while in retirement.   People often say they have never seen anything like it.   The simulator can show when a person is going to run out of money.   It can also anticipate financial challenges that people don’t always think about.  Recently, the retirement simulator identified a scenario where a person could double their nest egg just by being strategic regarding when and from what accounts they would draw money from.  Software available previously has not been able to identify this type of opportunity.   But now because of the Retirement Simulator, we can.”

Levensailor called the Retirement Simulator an important part of the “Sleep Well at Night” retirement that’s regularly referred to on the radio program.  She said, “And just like a flight simulator, it’s much better to crash on a computer instead of in real life.  The simulator our clients make better and more informed decisions regarding retirement.   And better decisions make for a much better quality of life during the retirement years.”

DFW Retirement Planners offers complimentary second opinion meetings at their Dallas or Ft. Worth offices.   For more information, click here.   DFW Retirement Radio is broadcast Saturdays from 2-3 PM on 820 WBAP Radio.  To listen live click here.

 

Categories: Dallas Fort Worth Retirement Planners, DFW Retirement, DFW Retirement Planners, DFW Retirement Planners Charity Outreach, DFW Retirement Planners DFW Retirement Radio, DFW Retirement Planners News, DFW Retirement Planners Reviews Tags: 888-7-PIGGY BANK, Dallas Financial Planner, DFW Investments, Financial Planner Ft. Worth, Ft. Worth Financial Planner, Retirement Plan Second Opinion, Retirement Planner Dallas, WBAP Radio

sidebar

Blog Sidebar

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

Recent Articles

DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

DFW Retirement Planners – Giving Back to North Texas

(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important Read More

DFW Retirement Planners

DFW Retirement Planners Celebrates 15th Anniversary

(DALLAS-FT. WORTH --- DFW Retirement Planners News)   2019 is a milestone for DFW Retirement Read More

Retirement Mistake #3: Misunderstanding Medicare & Social Security

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   DFW Retirement Radio, the weekly radio Read More

DFW Retirement Planners

GET OUR E-NEWSLETTER

DFW-Retirement-Planners-logo
  • How did you hear about us?
  • This field is for validation purposes and should be left unchanged.
  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube

Recent Posts

  • DFW Retirement Planners – Giving Back to North Texas
  • DFW Retirement Planners Celebrates 15th Anniversary
  • Retirement Mistake #3: Misunderstanding Medicare & Social Security
  • Pension Problems? DFW Retirement Planners Can Help
  • DFW Retirement Planners’ Britni Levensailor Announces Support for North Texas Charities

Join our newsletter

  • Facebook
  • Google+
  • LinkedIn
  • Twitter
  • YouTube
Contact Us

DFW Retirement Planners

For many people, knowing ‘where to start’ is one of the biggest challenges to retirement planning.

Call Us today to discover your unique starting point - and more!

817-569-7600

888-7-PIGGY-BANK

Footer

DFW Retirement Planners - Dallas Fort Worth Retirement Planning Workshops
DFW RETIREMENT PLANNERS – GIVING BACK TO NORTH TEXAS

DFW Retirement Planners – Giving Back to North Texas

(DALLAS-FT. WORTH, TEXAS --  DFW Retirement Planners News)   Giving back has always been important to the team at DFW Retirement Planners.  Senior Planner Britni Levensailor said recently, "A big part of our year is working with non-profits who are Read More

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

Call 817-569-7600 or 888-7-PIGGY-BANK (888-774-4492)

© 2022 DFW Retirement Planners | All Rights Reserved
Website by DFW Business Websites