Get Your Complimentary
Retirement Readiness Mini-Kit

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

That is why we’ve assembled the DFW Retirement Planners Retirement Readiness Mini-Kit.

Included in The Retirement Readiness Mini-Kit:

· The 11 Biggest Mistakes People Make Before Retiring: A fact-filled whitepaper that contains valuable insight into mistakes to avoid prior to retirement.   A “must read” resource for anyone who wants to be prepared for retirement.

· DFW Retirement Radio Leading News Stories: A collection of the most important news stories from our weekly radio program, DFW Retirement Radio, Saturdays 2-3 PM on 820 WBAP Radio.

· Complimentary Subscription to the DFW Retirement Monthly Newsletter: Each month we’ll send you news and insight that you can use to prepare for your retirement.

· DFW Retirement Planners E-Book: A short book that tells you a little about who we are and what we do.

· 4 Retirement Hacks: As seen on Forbes.com, this article was written by our Vice President, Britni Levensailor to offer simple hacks to reduce retirement planning stress.

· Milestones to Retirement: A quick reference guide regarding important milestones to remember on your road to retirement.

· 7 Realities of RMDs: Seven important things to keep in mind once your reach when you must withdraw required minimum distributions (RMDs).

· Secure Act: What the Secure Act means for your retirement.

Complete Our Form to Get Your Complimentary
Retirement Readiness Mini-Kit

Prepared by DFW Retirement Planners

DFW Retirement Planners and our affiliate partners provide access to specialized and skilled financial advisers, tax attorneys, estate planning attorneys, accounting professionals and other experts to assist you with your needs. Our dedicated team advises our clients on advanced wealth management strategies in order to create and grow wealth.

Please contact us if we can be of assistance to you!