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1121 Judson Road, Suite 151, Longview, TX 75601

903-930-9997
retirement@warefinancial.com
Are You Financially Prepared for Retirement?

Navigate Retirement with Confidence

Fee-Based Fiduciary Financial Planning in East Texas

Your Trusted Retirement Partner in Longview

You have worked hard to build your savings. Now, you need a strategy to protect it. As fee-based fiduciary advisors, we legally bind ourselves to put your financial interests first. We help pre-retirees and retirees throughout Longview and the greater East Texas region transition smoothly into retirement.

Common Retirement Risks We Solve
Market Volatility: Protecting your principal balance.
Outliving Savings: Creating predictable lifetime income.
Rising Healthcare Costs: Planning for long-term care needs.
Tax Inefficiencies: Minimizing your lifetime tax burden.

 Our 3-Step Process
Initial Call: Discuss your current financial situation.
Custom Strategy: Build your tailored risk-management plan.
Smooth Retirement: Execute and optimize your strategy.

Ready to Secure Your Future?
Do not leave your hard-earned retirement to chance. Secure your copy of our complimentary consumer guide or schedule a complimentary financial check up today!

Download Our Consumer Guide Schedule a Call

David Ware, CFP® 

Owner, Financial Advisor | Retirement Planning Specialist

What We Do Deliver Easy To Understand Financial Plans Focused on Retirement.

Work with us to transform your retirement by developing a  financial plan that helps you be prepared for the common risks you face during retirement.

Do You Often Wonder...?

How much do you need to make it happen?

How can you be sure that’s really enough?

What if something runs your plan off course?

Who We HelpPeople Who Want to Retire Smart

We assist employees of Longview, Texas’s leading employers in realizing their potential for a successful retirement. Our services cater to individuals and their families in sectors such as healthcare, retail trade, manufacturing, and education. Whether you’re just beginning to consider retirement and want to understand your employer’s retirement benefits, or you’re already retired and need to review your current strategy, we’re here to help.

  • Families
  • Individuals
  • Business Owners
  • Pre-Retirees / Retirees

How We Help Build Confidence For Your Financial Future

Take the next steps to understanding your financial needs, developing goals, and prioritizing the actions you need to take for your journey into retirement.

Schedule Now

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Retirement

While saving for retirement is important, it's only half the battle. How do you use the resources you have worked so hard to accumulate? There are many factors to consider. When is the best time to elect my social security benefits? When should I start taking distribution from my retirement accounts? What is the tax impact? Let us guide you through our retirement planning process so you don’t have to wonder.


Investment

It probably seemed less complicated when you were just accumulating assets. Keep saving and investing. Markets historically have gone up over time. Investing is still an important part of your retirement plan, but you will need to adapt your strategy to include protecting and distributing the money you have saved.

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Estate

Estate planning involves preparing for the management and transfer of assets after death or incapacitation, including creating wills, trusts, and designating beneficiaries.


Tax Planning

Taxes are a cost to you as an investor. We offer comprehensive tax planning services to identify opportunities that help you maximize tax reduction strategies. We are not tax preparers, but we do take a proactive approach to reviewing your current and future tax situation. We work with your CPA to offer complimentary services. You can count on Ware Financial located in Longview TX to Staying current on and presenting new tax laws that can affect your situation.

Our Process Guiding You To A Smart Retirement

Education

Education

One of our main priorities is providing useful and impactful information so that you can make informed decisions. As an Independent Financial Planning Practice we can inform and educate you on how to avoid costly financial mistakes before and during retirement.

Planning

Planning

Having a plan with clear and defined goals is key. We have a financial planning process with a focus on retirement that will help you avoid common financial risk you face in retirement.

Investing

Investing

Our financial planning tools and process takes the guesswork out of investing. It will help you focus on the investment products that best meet your long term goals and risk profile.

Enjoy

Enjoy

Being prepared for retirement and creating an achievable roadmap can help you gain confidence. Take stress out of the equation and be prepared for unexpected financial events. You’ve worked too hard not to enjoy the next chapter in your life.

Education Check Out Our Latest Videos

From retiring early to funding a college education to fueling your passion for philanthropy, our client-focused resources can help.From retiring early to funding a college education to fueling your passion for philanthropy, our

Social Security: By the Numbers

Social Security: By the Numbers

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Understanding the SECURE Act 2.0

Understanding the SECURE Act 2.0

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Social Security Fairness Act's New Chapter

Social Security Fairness Act's New Chapter

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Are You Ready? Transform your retirement today!

Let’s begin the conversation. Submit this form to schedule an initial conversation. We’ll use what we learn to match you with the right financial professional for your background and requirements.

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