Retirement Planning Services In Argyle And Denton County

Retirement planning is more than just putting money away—it’s about shaping the kind of future you want. At RFG Wealth Advisory, we focus on building a plan that matches your lifestyle and aspirations, so you can feel confident knowing you’re on the right track. Whether it’s traveling, spending time with family, or pursuing your passions, having a well-thought-out plan means you can look forward to your retirement years with peace of mind and excitement for what’s ahead.

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Why Retirement Planning Matters?

Retirement planning is essential because it helps you create a secure financial future and maintain the lifestyle you want after you leave your career. Without a solid plan, there’s a risk of running out of savings or not having enough for essential needs like healthcare. Planning helps you organize your income, investments, and withdrawals, offering a straightforward path through market changes. With the right strategy, you can look forward to your retirement years with confidence and peace of mind.

Our Approach to Retirement Planning

Personalized Retirement Strategies

We develop a retirement plan tailored to your lifestyle goals, providing a clear path to financial independence.

Investment and Savings Plans

We create investment and savings strategies to grow your retirement fund, using a mix of assets that align with your risk tolerance and retirement timeline.

Income Planning

We guide you in setting up a steady income stream for retirement and planning sustainable withdrawals while considering Social Security and other income sources.

Risk Management

We implement strategies to protect your retirement savings from market volatility, ensuring your assets remain secure.

Tax-Efficient Retirement Planning

We focus on minimizing taxes on your retirement income through tax-efficient strategies, including optimal use of IRA accounts and other savings vehicles.

Why Choose Us for Retirement Planning?

Expertise in Argyle and Denton County

Our deep understanding of the local market means we offer strategies that fit the specific needs of our community.

Fee-Only, Unbiased Advice

As a fee-only firm, we focus entirely on what benefits you. We provide straightforward, unbiased guidance without hidden agendas.

Ongoing Support and Adjustments

Life changes, and so do your financial needs. We provide continuing support to adjust your plan as circumstances evolve, keeping you on the right path.

Starting Your Retirement Plan

Your journey starts with a simple conversation. We’ll discuss your goals, review your current situation, and explore strategies to build a solid retirement plan. Together, we’ll set you on the right path toward a secure future.

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Frequently Asked Questions

When should I start planning for retirement?

It’s always a good time to start. Beginning early gives you more options, but it’s never too late to make a plan

How much do I need for retirement?

This depends on various factors, including your lifestyle and goals. We work with you to determine a savings target that aligns with your plans.

How often should I review my retirement plan?

It’s recommended to review your retirement plan annually or when significant life changes occur, such as a career change, marriage, or the birth of a child, to keep your strategy aligned with your goals.

What are the benefits of working with a retirement advisor?

A retirement advisor provides expert insights and guidance, helping you build a strategy that aligns with your financial goals, risk tolerance, and income needs for retirement.

Ready to Start?

The first step toward a secure retirement is reaching out for a consultation. Contact us today, and let’s discuss how we can help you build a plan that offers confidence and peace of mind for your future.

Free Assessment

What is your PRS score? Are you on track?
Fee breakdown. How much are you currently paying for your investments?
Performance review. Can your investments be improved?

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“These materials have been independently produced by RFG Wealth Advisory. RFG Wealth Advisory is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. RFG Wealth Advisory provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.”

RFG Wealth Advisory is a registered investment adviser with the U.S. Securities and Exchange Commission (SEC). Registration does not imply a certain level of skill or training, nor is it an endorsement by the SEC or other regulators. RFG Wealth Advisory only provides investment advisory services in jurisdictions where it is registered or qualifies for an exemption. This website is for informational purposes only and does not constitute legal, tax, or accounting advice. For more information, see our Form ADV and Form CRS, available at the bottom of this page.

Investment advice offered through RFG Wealth Advisory, a registered Investment advisor. FINRA/SIPC.