Retirement Planners of Texas

It’s National Financial Awareness Day! Here’s a friendly reminder to schedule a check-in with your financial planner! If you don’t have one, or are looking for a new one in the Houston area — take advantage of our free 90-minute retirement consultations with our CERTIFIED FINANCIAL PLANNER™ Jesse Dietz. https://loom.ly/dYm6KBQ

Take your first step to a worry-free retirement. Schedule a free no-obligation 90-minute consultation with our Houston retirement expert and CERTIFIED FINANCIAL PLANNER (TM) Jesse Dietz. https://loom.ly/dYm6KBQ

Coast into retirement and enjoy those Gulf Coast golden years — you’ve earned it! As trusted Houston retirement specialists, we work you to create a personalized plan to manage and maximize your money to give you the worry-free retirement you deserve. Learn more: https://loom.ly/dIu5zcE

Do you plan on having a furry friend in retirement? If so, you’re definitely not alone!

Around 70% of adults aged 65 years and older will require some form of long-term care. And more than 20% of these individuals will need care for five years or longer. But what many people aren't ready for is the cost of this care. When your primary health insurance doesn’t foot the bill, who will? Long-term care insurance isn’t right for everyone, but it could be a saving grace if your existing health insurance doesn’t cover the care you need. Learn more about it here: https://loom.ly/3t6oC7k

When one partner retires and the other continues working, it's time to reassess your financial strategies: • Rebalancing is crucial to ensure the working spouse is sufficiently protected • Adjustments may be needed for retirement savings, investment allocations, and insurance coverage • Unique challenges arise when only one spouse retires, requiring careful planning We're here to help you navigate this complex situation: • Our experienced CERTIFIED FINANCIAL PLANNER™ develops personalized plans for your unique circumstances • We explore strategies you may not have considered, such as: -Optimizing Social Security benefits -Creating a phased retirement plan -Adjusting your investment portfolio Send us a message to schedule your FREE consultation today. https://loom.ly/ZRiIkTQ

Meet Danielle Dietz, our incredible CFO at Retirement Planners of Texas! Danielle co-founded RPT with Jesse, driven by a shared vision to help people retire with confidence. With a B.S. in Accounting from the University of Houston-Clear Lake and a Texas Department of Insurance Group Life and Health License, Danielle brings a wealth of expertise to our team. When she's not crunching numbers, you'll find Danielle enjoying outdoor activities like biking, swimming, and walking. She also has a creative side, crafting handmade cards for family, friends, and clients. We're grateful for Danielle's leadership and dedication to helping our clients achieve their retirement goals. Thank you, Danielle, for being an essential part of the RPT family!

As you plan for retirement, it's crucial to find a balance between preserving your hard-earned money and achieving a reasonable return. Unfortunately, many financial products fall short in providing retirees with sufficient retirement income. We understand the importance of both principle protection and earning a reasonable return (RRR). Our strategies are designed to help you grow your retirement savings, even in uncertain market conditions. Send us a message to schedule your FREE consultation today. https://loom.ly/z3_lY4I

It's about taking a holistic approach to your financial well-being, from tax preparation and estate planning to cash flow management and beyond. Our experienced CERTIFIED FINANCIAL PLANNER™ is here to create a personalized wealth management strategy that fits your unique needs and goals. With our fiduciary responsibility, you can trust that your best interests always come first. Send us a message to schedule your FREE consultation today. https://loom.ly/IvwvIN0

We have officially reopened and are fully operational. We understand that many in our community are still dealing with the aftermath of Hurricane Beryl, and our thoughts are with those who continue to face challenges. For those still without power or facing difficulties, please remember we are just a phone call or email away. We are committed to helping you navigate through this time.