Retirement Planning in North Texas: McKinney, Frisco, Dallas & Beyond

Life’s major transitions, such as retirement, divorce, or the loss of a loved one, can be overwhelming. Having an experienced advisor to help maintain your financial security as you deal with these major transitions is essential. At Mowery Capital Management, our highly-qualified team of financial advisors can help you through these stressful and confusing times using time-tested strategies to help ensure your financial security.

What to think about when planning for retirement:

  1. What does retirement look like in your mind? Write down goals and objectives. Try to be as specific as you can. Rank your goals and objectives. Where would you like to retire?
  2. Know your health.
  3. Determine when to collect Social Security.
  4. Maintain your social network.
  5. Decide if you want or need to work to supplement retirement.
  6. Create a budget.
  7. Prepare for the unexpected.

When you’re ready to work on these challenges, Mowery Capital Management is here to help with steady and disciplined retirement planning, estate planning, financial investment strategy and other services. To get started, contact Mowery Capital today.