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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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    If you have a penchant for financial trivia, put your knowledge to the test by taking this short quiz. Perhaps some of the answers to these questions will surprise you.
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    Often, tax-qualified retirement accounts such as IRAs make up a significant part of one's estate. Naming beneficiaries of an IRA can be an
  • I received a large refund on my tax return this year. Should I adjust my withholding?
    You must have been pleasantly surprised to find out you'd be getting a refund from the IRS — especially if it was a large sum. And while you may
  • What is the difference between a tax deduction and a tax credit?
    Tax deductions and credits are terms often used together when talking about taxes. While you probably know that they can lower your tax liability,
    
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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.