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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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Newsletters
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    Money is power. A fool and his money are soon parted. A penny saved is a penny earned. Money is the root of all evil.
  • Deducting 2017 Property Losses from Your Taxes
    Hurricanes, wildfires, tornadoes, floods, earthquakes, winter storms, and other events often cause widespread damage to homes and other types of property. If you've
  • Don't Wait to Ask Aging Parents These Important Questions
    It's human nature to put off complicated or emotionally heavy tasks. Talking with aging parents about their finances, health, and overall well-being
  • Why is it important to factor inflation into retirement planning?
    Inflation is one of the key factors you will need to consider when planning for retirement. Not only will the cost of living rise while you're
  • Is a nursing home the only option for long-term care?
    If you or a loved one needs long-term care, other choices besides nursing home care may be available. Here are some of the other options.
    
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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.