- IRA Rollovers
- Individual Stocks
- Life Insurance
- Estate Planning
- Retirement Planning
- Financial Planning
- 401(k) Rollovers
- Mutual Funds
- Multi-Generational IRA
- Alternative Investment Strategies
- Long Term Care Insurance
- Roth IRAs
- Deferred Sales Trusts
Your Financial Advisor in Ft Worth and Dallas
Welcome to Texas Retirement Specialists, your partner for retirement planning, financial planning, investing, and money management, just to name a few of the professional services that we offer. At Texas Retirement Specialists, we understand the exclusive challenges that are often associated with retirement planning and money management. Through the personalized services of our team and our affiliate partners, you’ll receive valuable information, education and assistance for all of your wealth management needs, including:
How much money will you have when you retire and what’s the lifestyle that you’re going to be able to support? Through our advanced strategic retirement planning options, we’ll show you how to save so that you will have the opportunity to reach your financial goals.
Wealth Creation and Growth
We’ll show you what opportunities are available to potentially make money in any market conditions. You’ll have access to an array of products, including money market funds, stocks, bonds, mutual funds, and alternative investments. Begin creating extra cash flow or start building your legacy for future generations of your family.
Guaranteed Income for Life
Is your money going to last through your lifetime? Our experts will help you answer this exact question and show you how you can guarantee an income that will last the rest of your life.
Professional Money Management
Our firm personally manages millions of dollars of investments through our Registered Investment Advisory Firm, Jim Poe & Associates. We are constantly seeking above average returns through first in class products and strategies. Contact our office to schedule a meeting with our experts to discuss some of the options available to you. Remember, all products are not suitable for all investors.
Texas Retirement Specialists can introduce you to our strategic partners, which include legal specialists. Our strategic partner legal team will advise you on your legal matters with no initial consultation charge.
Are you ready to take control of your wealth? Our experienced team is waiting to hear from you. Our two offices are conveniently located in Fort Worth and Dallas, Texas. We look forward to hearing from you soon.