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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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    Merger and acquisition (M&A) activity in North America and Europe reached its second highest level on record in 2018. There were 19,501 deals
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    If you follow financial news, you've probably heard many references to "the Fed" along the lines of "the Fed held interest rates," or "market watchers are wondering
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    A financial crisis can be scary at any age, but this is especially true when you're in your 40s or 50s. Perhaps you're way behind on saving for retirement or have too
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    A college income-share agreement, or ISA, is a contract between a student and a college where a student receives education funding from the college today in exchange for
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    There is no magic formula to determine how much you or your child should borrow for college. But there is such a thing as borrowing too much. How much is too much? One
    
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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.