About Us

At Texas Retirement Planners we believe in helping build a financially stronger America.  Our vision is to help create an America that is debt-free; an America that invests in our country’s financial future.  We champion American values, small business owners, and those in public service.  We believe in teaching people how to spend and save wisely.  We believe a well-planned retirement allows you the financial ability to release your inner child and enjoy those things that matter most to you.

To that end, we help our clients overcome traditional barriers to financial success by building on seven wealth-building habits.  And we serve neglected investors, the not-yet millionaires, by helping them get to the next level with strategic based plans. 

Having worked with over 8,000 individuals on their retirement and investment needs, our team builds investment plans appropriately tailored to each unique situation.  Our entire process is set up to be one of engagement, open-minded thinking, and collaborative building!  We never shy away from a challenge.  We look forward to serving you.