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Welcome to DFW Retire

There has never been a more important time to sit down and have a review with an experienced financial advisor. As an independent CERTIFIED FINANCIAL PLANNER® professional.

Kevin Landis, CFP® takes great pride as a financial advisor in helping his clients plan, accumulate, and preserve their wealth to build a solid foundation and roadmap for their financial future, including retirement and transferring assets to future generations. He understands the more wealth you accumulate, the more options, obstacles and challenges you face.

Since the average retirement age has been decreasing, while the average lifespan continues to increase, retirement modeling is a critical component of any long-term plan. It's essential to examine income, expenses, current and future assets, future health expenses; and inflation and taxes to determine if you'll have adequate resources for yourself, as well as whether you can provide inheritances or gifts to your family without jeopardizing your financial independence.

Kevin has the freedom to offer independent, non-biased financial advice and wealth management strategies that work best for each of his clients. Managing wealth successfully so that you can enjoy life requires a broad range of financial, tax, retirement and estate planning strategies. The type of knowledge only an experienced financial advisor would have.
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    Tax filing season is here again. If you haven't done so already, you'll want to start pulling things together — that includes getting your hands on a
  • Weathering the Storm: Are You Prepared?
    Severe weather can test even the most seasoned homeowners. And while storm hazards such as power outages, downed trees, and flooding can result in costly damage to your
  • College Saving: How Does a 529 Plan Compare to a Roth IRA?
    529 plans were created 22 years ago, in 1996, to give people a tax-advantaged way to save for college. Roth IRAs were created a year later, in 1997,
  • How does working affect Social Security retirement benefits?
    If you're thinking about working as long as possible to increase your retirement savings, you may be wondering whether you can receive Social
  • Will a government pension reduce my Social Security benefits?
    If you earned a government pension from a job not subject to Social Security tax withholding ("noncovered employment") and are also eligible for
    
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Securities offered through FSC Securities Corporation, member FINRA/SIPC. Investment advisory services offered through The Retirement Group, LLC. a registered investment advisor not affiliated with FSC Securities Corporation. Branch office 817-577-4714. Neither FSC Securities Corporation, nor its registered representatives, offer tax or legal advice.



This communication is strictly intended for individuals residing in the state(s) of TX. No offers may be made or accepted from any resident outside the specific states referenced.
 


Check the background of this financial professional on FINRA's BrokerCheck.