We are retirement specialist based in Longview, Texas that serves the greater East Texas area. Our commitment is to help you prepare for and transition to retirement by identifying and prioritizing your financial goals, developing and implementing a plan, and continuing to monitor the plan through regular meetings and communication.
If you are an employee of the companies listed below and have concerns about what retirement may look like or what you need to do to prepare, contact us for an initial consultation or join us for one of our complementary retirement planning workshops located above under the events tab. You can also follow us on Facebook for current event and workshop registration. If you don't happen to work for any of the listed companies, no worries, we still want to talk to you!
Ware Financial
You can count on a well-defined financial planning process to help improve your financial health. We will help you gather and organize all the necessary information after establishing goals and priorities. Next steps are to analyze your current path and discuss any potential alternative solutions. After a thorough analysis we will assist you in implementing the recommendations and monitor the success of your financial plan on a continuous basis.
Understanding Today's Financial Environment
At Ware Financial, we understand that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether you are investing to build wealth, distribute income, protect your family, or preserve your assets, our personalized service focuses your needs, wants, and long-term goals.
Our team of professionals have years of of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.