Fort Worth Financial Advisors | Fort Worth Investments

Your Financial Advisor in Fort Worth

Welcome to Texas Retirement Specialists, your premier partner for retirement planning, financial planning, investing, money management and tax preparation, just to name a few of the professional services that we offer. At Texas Retirement Specialists, we understand the exclusive challenges that are often associated with retirement planning and money management. Through the personalized services of our team and our affiliate partners, you'll receive valuable information, education and assistance for all of your wealth management needs, including:

Retirement Planning

How much money will you have when you retire and what's the lifestyle that you're going to be able to support? Through our advanced strategic retirement planning options, we'll show you how to save so that you're able to reach your financial goals.

Wealth Creation and Growth

We'll show you how to make money in any market conditions. You'll have access to an array of products, including money market funds, stocks, bonds, mutual funds, and alternative investments. Begin creating extra cash flow or start building your legacy for future generations of your family.

Guaranteed Income for Life

Is your money going to last through your lifetime? Our experts will help you answer this exact question and show you how you can guarantee an income that will last the rest of your life.

Professional Money Management

Our firm personally manages millions of dollars of investments through our Registered Investment Advisory Firm, Jim Poe & Associates. We are constantly seeking above average returns through first in class products and strategies. Contact our office to schedule a meeting with our experts to discuss some of the options available to you. Remember, all products are not suitable for all investors.

Income Tax Preparation and Tax Deductions

Our in house tax preparation firm, AB Tax Prep Services, will assist you with all of your tax preparation and management needs. Tax laws change constantly and our dedicated team of professionals are on top of each new change to ensure that your taxes are prepared accurately.

If you're a business owner, how would you like to reduce your tax liability by up to as much as 50%? Through our affiliate tax partner, we can show you what deductions you're qualified to take to start saving significantly on your income taxes. You'll also learn how to save on Social Security taxes, Estate Taxes and much more.

Strategic Partners

Texas Retirement Specialists can introduce you to our strategic partners, which include legal specialists. Our affiliate legal team will advise you on your legal matters with no initial consultation charge.

Are you ready to take control of your wealth? Our experienced team is waiting to hear from you. Our office is conveniently located in Fort Worth, Texas and we look forward to hearing from you soon.