Have you ever sat across from a financial advisor and only understood every third word they were saying? And yet they were talking about your money, your life, and your future.
At Retirement Planning & Wealth Management, we believe clients should understand everything that is happening with their money; that advisors should be just as good about explaining investments as they are at making them.
First, we’re going to get to know you and discuss what’s most important to you. We’re going to figure out your goals and the outcomes you’d like to achieve with this money. We’ll do this by establishing your Family Index Number, which is the rate of return needed on your investments in order to pursue those outcomes. After we determine your Family Index Number, we allocate your money to our various investment strategies designed to help you pursue those goals.
We work with a wide variety of clients – everyone from high net worth investors to those who are just starting out. While each family gets a personalized allocation strategy, we’ve helped thousands of families navigate their complex financial needs and guided them through life’s major decisions.
As your trusted advisor, we’re focused on adding convenience and simplicity to your lives. We will make sure you’re educated on your investments and how we manage your money – as much or as little information as you’d like.
Whether you’re investing hundreds or millions, at Retirement Planning & Wealth Management we’re about much more than results – we’re about helping you understand where those results have come from and why the strategy works. If you’re tired of the mystery of investing and want to know exactly what’s happening with your money, schedule an appointment today.
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Our experienced team of professionals will develop a personalized plan that gives you the power – and a path – to realize your dreams. Explore services
The management of wealth must begin with the end in mind. It is with this approach that we provide you with a full breadth of financial services, including business succession planning, insurance and risk management, company retirement plans, tailored individual investment strategies and personalized allocation. Learn More
The formalization and management of risk is a core part of our disciplined financial planning process; always insure what you cannot afford to lose. Learn more
Through our partnership with Carson Institutional Alliance we are able to leverage the expertise of a team of CPAs to help you make smart decisions regarding your tax obligations to Uncle Sam. Learn more
The financial planning process is our most important job. It is only with a well-thought out, carefully implemented plan that we can properly and successfully help you pursue your True Wealth destination. Learn more
With such a volatile legislative environment, it is important to have a comprehensive and well-defined estate plan in order to optimize the distribution of your assets exactly in the manner that you desire, while minimizing taxation. Learn more
Retirement Planning & Wealth Management’s (RPWM) mission is to provide professional advice and consultation with a superior level of service and a dedication toward transparency and accountability. We are a wealth management firm in Lake Jackson, TX serving individuals, affluent families, business owners, executives and institutions. Our team provides a superior level of service for our local and national clients in financial planning and investment management. Contact us today and let Retirement Planning & Wealth Management help you on your True Wealth journey.
Disciplined investment strategies are the foundation of our investment management process. Our time-tested strategies are designed to meet a variety of investment goals and objectives.
Carson Partners is a network of growth-minded advisors with one common massive transformative purpose: to be the most trusted for financial advice.
Retirement Planning & Wealth Management (RPWM) is a Lake Jackson-based wealth management firm. Contact us today to speak with a wealth advisor or financial professional.
Retirement Planning & Wealth Management’s team of professionals provide you with transparent and proactive communications to equip you with the knowledge you need. Read more
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