Our commitment to the law enforcement community runs deep. We come from law enforcement families and understand that a commitment to serve goes both ways. Whether it is helping younger officers develop a long-term financial plan or walking a soon to be retiree through pension options and managing their assets in retirement, we are here for you every step of the way. We have been working with law enforcement professionals for over 25 years. You have our word that we will always take the time to make sure you are 100 percent comfortable with our strategies. Basically, following the code of “Doing the right thing.”
Our Customized Financial Consultation Includes:
Customized In-Depth Review
Analysis Partial Lump Sum Options
457(b) Deferred Compensation
Full step-by-step assistance with TMRS paperwork completion and submission Separation Pay Planning
Tax Managed Accounts 401(a)
529 College Planning
Life Insurance Estate Planning
Medical Insurance Options
Do you have a projection for your TMRS? If you do not know what you are going to make we can help. Click the link to go to the TMRS website.
Do you have a projection for your TCDRS? If you do not know what you are going to make we can help. Click the link to go to the TCDRS website.
Do you have a projection for your Social Security? If you do not know what you are going to make we can help. Click the link to go to the Social Security website.
We love our customers, so feel free to visit during normal business hours.
09:00 am – 05:00 pm
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