What we’re about
Welcome! Our group is dedicated to helping seniors in Southwest DFW — including Arlington, Grand Prairie, Mansfield, Burleson, Midlothian, and Cedar Hill — 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—locally, consistently, and with care.
Upcoming events
No upcoming events