Skip to content

About us

Welcome! Our group is dedicated to helping seniors in Northeast DFW — including Sachse, Wylie, Rowlett, Garland, Richardson and surrounding areas— stay informed, empowered, and connected when it comes to life’s most important planning decisions.
We offer expert guidance and free resources on key topics such as:

Social Security Planning
Medicare Planning
Estate & Legacy Planning
Asset Protection
Retirement Planning
Long-Term Care Planning
Tax Planning
Optimizing Roth Conversions
We host free monthly workshops throughout the area, and our network of trusted professionals is available for no-cost consultations to help you make confident, informed decisions about your future.

Whether you're preparing for retirement, protecting your assets, or making sense of complex options, we're here to help.

Upcoming events

No upcoming events

Group links

Organizers

Members

1
See all
Photo of the user Brian Beavers