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You are here: Home / Dallas Fort Worth Retirement Planners / The #1 Question: “Can I Retire?”

Jun 17, 2018

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 years of helping North Texans plan for retirement, a number of common questions often come up in meetings.   Levensailor commented, “One of the most frequent questions we get during client meetings is ‘Can I retire?’  People want to know that they’re OK and that they can retire.   And we love helping them answer this question.”

Levensailor says that DFW Retirement Planners utilizes several planning tools to help people see exactly where they’re at with regard to their retirement.  Levensailor added, “We utilize several sophisticated software programs that can model on a granular level what retirement will look like.   Not only can we answer the ‘Can I Retire?’ question but we can also help folks see the entirety of their lives in retirement.  It’s almost like being in a flight simulator for your life in retirement.   We can help people see where they have the most exposure to headwinds, or problems, in retirement.  We can project whether or not a person will run out of money during their life in retirement.”

Levensailor, who hosts a weekly radio program “DFW Retirement Radio,” says that her firm offers a complimentary initial consultation for people in North Texas.   She added, “Our initial consultation is a great way to see exactly where you’re at on the retirement map.   Even if someone already has a plan or a planner, we invite them to come in for this complementary consultation.  Getting a second opinion can be very helpful.”

For learn more about a complimentary consultation at DFW Retirement Planers, 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, DFW Retirement Planners, DFW Retirement Radio, Ft. Worth Financial Advisor, Ft. Worth Financial Planner, Retirement Planner Dallas, 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

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

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