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You are here: Home / Dallas Fort Worth Retirement Planners / Summer Reading: DRP’s Retirement Readiness Kit

Jun 04, 2018

Summer Reading: DRP’s Retirement Readiness Kit

(DALLAS-FT. WORTH – DFW Retirement Planners News)    Those “Lazy, Hazy, Crazy Days of Summer” sometimes give us a needed break to catch up with reading.   Let us recommend the “DFW Retirement Planners Retirement Readiness Mini-Kit” as an addition to your summer reading list.   Britni Levensailor, VP & Senior Planner at DFW Retirement Planners, calls the Kit great summer reading for anyone wanting to get focused on their retirement.

Talking on her weekly radio program, DFW Retirement Radio, Levensailor said, “One of the most frequent comments we hear from people is that they don’t know where to start when it comes to their retirement plan.  Our Retirement Readiness Mini-Kit is designed to give a very good foundational understanding regarding the keys to success in retirement.”

Included in the Retirement Readiness Mini-Kit are a number of complimentary resources including the whitepaper “The 11 Mistakes People Make Before Retiring.”    Levensailor calls the “11 Mistakes Report” a valuable part of it the kit.  She said, “Information is power and to the extent that folks can be aware of the most common mistakes people make in retirement, they can avoid those mistakes in their own lives.”

To receive a complimentary “Retirement Readiness Mini-Kit” click here.   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: #dfwretirementplanners, 888-7-PIGGY BANK, Dallas Retirement Planner, Dallas Retirement Planning, DFW Investments, Financial Planner Ft. Worth, Ft. Worth Retirement Planner, 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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