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You are here: Home / Archives for Dallas Financial Planner

Dallas Financial Planner

DFW Retirement PlannersApr 24

DFW Retirement Planners Celebrates 15th Anniversary

(DALLAS-FT. WORTH --- DFW Retirement Planners News)   2019 is a milestone for DFW Retirement Planners as the firm enters its 15th year of serving Read More

Aug 05

Pension Problems? DFW Retirement Planners Can Help

(DALLAS-FT. WORTH, TX - DFW Retirement Planners News)   Underfunded pensions have been in the news recently both nationally and here in North Texas.  Read More

Britni-Levensailor-DFW-Retirement-PlannersJul 28

DFW Retirement Planners’ Britni Levensailor Announces Support for North Texas Charities

(DALLAS-FT. WORTH, TX)    DFW Retirement Planners today announced support for several North Texas area charities including Silver Stars, Cowboy Santa Read More

DFW-Retirement-PlannersJul 16

Retirement Mistake #1: “Listening to the Wrong People”

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   This Saturday join Britni Levensailor and the team from DFW Retirement Planners for DFW Read More

Jun 17

The #1 Question: “Can I Retire?”

(DALLAS-FT. WORTH, TEXAS - DFW Retirement Planners News)   Britni Levensailor, VP & Senior Planner at DFW Retirement Planners, says that after 14 Read More

DFW Retirement Planners - Retirement Readiness KitMay 12

Retirement Readiness Kit: “A Great Place to Start”

According to DFW Retirement Planners VP Britni Levensailor, the Retirement Readiness Kit is a great way to learn what's important to consider when Read More

Apr 29

Tax Reform Impact on Retirees

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   Tax reform is here and taxes will be changing in a big way for 2018.  This week on DFW Read More

Apr 08, 2018

Retirement Planning: Slow & Steady Wins the Race

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planning News)   Many of us remember "The Tortoise and the Hare," the fable credited to the ancient Greek Read More

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 Read More

Mar 18, 2018

Today’s Stock Market: Could You Survive Another 2008-2009 Correction?

(DALLAS-FT. WORTH, TEXAS -- DFW Retirement Planners News)   When you're in or near retirement, the thought of going through a market correction like Read More

Mar 06, 2018

DFW Retirement Planners: Taking Retirement Calculators to the Next Level

(DALLAS-FT. WORTH, TX – DFW Retirement Planners News) Retirement calculators make planning for retirement easy, right?  You find one on the web, plug Read More

Feb 26, 2018

DFW Retirement Radio: Alternatives to a Risky Stock Market

(DALLAS-FT. WORTH - DFW Retirement Planners News)   The recent stock market volatility has been a real gut check for people in or near retirement who Read More

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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

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

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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)

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