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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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    One of the most confusing Medicare provisions is the prescription drug coverage gap, often called the "donut hole." It may be clearer if you consider the gap within the
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    On your journey to retirement, you'll likely face many risks that have the potential to throw you off course. Following are five common challenges
  • Life Insurance with a Refund
    Comparatively speaking, of all the different types of life insurance available, term is usually the least expensive. Generally, term life insurance provides protection
  • When should I submit college financial aid forms?
    For the 2019-2020 school year, the federal government's financial aid form, the FAFSA, can be filed as early as October 1, 2018. It relies on current asset information
  • What's so great about a college net price calculator?
    If you're saving for a child's college education, at some point you'll want to familiarize yourself with a college net price calculator, which is an
    
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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.