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1121 Judson Road, Suite 151, Longview, TX 75601

903-930-9997
retirement@warefinancial.com

Our Services

About UsWork With The Best

Financial planning with a focus on retirement goals is how we help you achieve a smart retirement outcome. Choose from our comprehensive plan option to one of our four individual planning modules.

FINANCIAL PLANNING SERVICES

— The New Standard in Personalized Wealth Management —

Investment Strategy Planning

  • Review, develop and implement custom portfolio design based on individual needs and goals
  • Year-long, continual monitoring of all your investment products.
  • Quarterly, semi-annual or annual meetings to review and evaluate your investment performance, update your overall financial objectives and, if necessary, reallocate your portfolio as agreed upon by you
  • Independent Advice
  • Recommendations regarding positioning of investments within your employer provided retirement plans such as 401(k)s
  • Quarterly economic report detailing updated analysis and a current view of the investment markets

Tax Reduction Planning

  • Comprehensive review of your tax return to highlight opportunities for maximizing tax reduction strategies
  • Annual review of your tax situation and planning to incorporate any new tax law changes
  • Complimentary consultation with your tax preparer
  • Recommendations of tax solutions including tax advantaged investments
  • Staying current on and presenting new tax laws that can affect your situation

Retirement Income and Distribution Planning

  • Analysis of your current and future income needs
  • Social Security Benefit election
  • Continual development and implementation of recommendations to fund your income needs to optimize your lifestyle
  • Recommendations regarding the most appropriate distribution strategy for your employer retirement plans, IRAs, annuities, and other non-retirement resources

Family Wealth Planning

  • Analysis of your current estate plan
  • Review, recommend and update beneficiary status as needed
  • Review of strategies to efficiently transfer wealth to your loved ones
  • Complimentary consultation with your attorney
  • Assistance in transferring assets to your Living Trust or other trust instruments
  • Providing guidance with the appropriate and necessary steps in the event of the death of a loved one

Client Services and Communications

  • Quarterly Newsletter to keep you apprised of the most current planning strategies
  • Quarterly, semi-annual or annual reviews
  • Special reports on how to help reduce your taxes and other important topics
  • Special Financial Planning Service Events, including client appreciation events (where you may bring up to 2 guests)

Tax Reduction Planning

Understanding tax strategies can potentially help you better manage your overall tax situation and reduce your tax liability.

Retirement Planning 

What money are you prepared to spend first in retirement? A strategy based on your income sources may help you decide. The good news is you won't have to do it alone.

Family Wealth Planning 

An estate strategy involves more than updating key documents. Let's build a strategy to protect your legacy with a comprehensive estate strategy.

Client Services and Communication

Our goal is to expand your financial literacy to gain a deeper understanding of financial concepts with consistent reviews, timely newsletters and educational workshops.

Investment Planning

We work with you and your family to explore an investment portfolio that takes into consideration your goals, time horizon, and risk tolerance.

Insurance Planning 

Life insurance is a key risk-management tool that can help you pursue your financial dreams while protecting the ones you love.

Who We HelpA Client-Centered Approach

Whether you are investing to build wealth, protect your family, or preserve your assets, my personalized service focuses your needs, wants, and long-term goals.

As your financial professional, I have years of experience in financial services. I can help you address your needs of today and for many years to come. I look forward to working with you.

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Business Owners

Business Owners

We help create strategies so you can turn non-liquid assets into liquid assets so you can focus on the important aspects of your business.

Families

Families

We understand that every family has unique financial goals and challenges. That's why we offer personalized services to meet these specific needs.

Pre/Retirees

Pre/Retirees

Your golden years should be full of relaxation, not financial worry. Our retirement planning services aim to secure a comfortable future for you and your spouse.

Individuals

Individuals

Our wealth management strategies are designed to grow and preserve your wealth over the long term.

Contact UsWe Want to Hear From You

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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