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You are here: Home / Dallas Fort Worth Retirement Planners / Retirement Readiness Kit: “A Great Place to Start”

May 12, 2018

Retirement Readiness Kit: “A Great Place to Start”

(DALLAS-FT. WORTH, TX — DFW Retirement Planners News)   Sometimes when approaching a big job or task, just getting started can be the biggest challenge.   And that’s definitely the case for many people as they think about their retirement.   DFW Retirement Planners has created a resource to address this challenge called  the “Retirement Readiness Kit.”

According to DFW Retirement Planners VP Britni Levensailor, the Retirement Readiness Kit is a great way to learn what’s important to consider when planning for retirement.   She said,  “Our Retirement Readiness Kit is filled with information that will help people get a better understanding of what’s important when planning for a successful retirement.   We offer is as a complimentary resource.”

The Retirement Readiness Kit contains the latest news articles used for discussion on DFW Retirement Radio, the firm’s weekly radio program.  This includes articles on Social Security, tax planning, Medicare and estate planning.   Also included is the whitepaper, “The 11 Biggest Mistakes People Make Before Retiring.”    Levensailor called the kit a great place to start when planning for retirement.  She added, “We get comments from people that the kit helped them ‘wrap their arms’ around the concept of planning for retirement.”

DFW Retirement Planners also hosts a weekly radio broadcast on 820 WBAP, “DFW Retirement Radio.”    Hosted by Britni Levensailor and the team at DFW Retirement Planners, the program focuses on topics of importance to people planning for retirement.   Levensailor added, “Like our Retirement Readiness Kit, DFW Retirement Radio was created to help folks in North Texas learn more about the concepts that are important to success in retirement.   From investing to tax planning to estate planning and Social Security, we try to make our radio program an educational resource for our North Texas listeners.   We’re in our 7th year and love all the folks we’ve met from being on WBAP.”

DFW Retirement Planners offer a complimentary initial consultation in their Dallas or Ft. Worth offices.  For more information, click here or call 888-774-4492 (888-7-PIGGY-BANK).   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, Fort Worth - Dallas Financial Advisors Tags: 888-7-PIGGY BANK, Dallas Financial Planner, Dallas Retirement Planning, Dallas-Fort Worth Baby Boomer Retirement Planning, DFW Retirement Planners, DFW Retirement Radio, Ft. Worth Financial Advisor, Ft. Worth Retirement Planner, Retirement Readiness Kit, WBAP, 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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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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