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1121 Judson Road, Suite 151, Longview, TX 75601

903-930-9997
retirement@warefinancial.com

Are You Financially Prepared for Retirement?

What financial concerns keep you up at night?

  • Not having a paycheck anymore
  • Running out of money
  • Increased cost of living
  • Suffering investment losses
  • Taxes in retirement
  • Increased healthcare cost
Are you a pre or post-retiree in the Longview, TX area? We offer tailored financial planning solutions to help you navigate common risks you may face during retirement. Get our complimentary consumer guide today!  Ready to transform your retirement! Schedule a call now!
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 a Call

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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.


Insurance

Insurance is a financial safety net that protects against unexpected events and provides peace of mind. It's a very important piece to your overall financial plan. Whether it's protecting you from unexpected health care costs, in the event of premature death or providing liquidity to your estate after death.

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 will give you peace of mind. 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

Working With A Financial Professional

Working With A Financial Professional

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The Cost of Procrastination

The Cost of Procrastination

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Retirement Strategy After a Job Loss

Retirement Strategy After a Job Loss

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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.

Start Building Your Plan