As Seen In

As Seen In
As Seen In
As Seen In
As Seen In

Qualifications

Qualifications
Qualifications
Qualifications

I help you create a retirement income plan that ensures you get the most out of your retirement savings without having to worry about running out of money.

Discover the distribution strategy that works best for you. We will incorporate your investments, taxes, Social Security, and lifestyle into a custom-tailored plan.

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Contact Me to Get Started

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Comprehensive Review

$2500
  • Just want to know if you are on the right track or need a plan to implement yourself? We will review your current situation an d help you come up with an actionable plan to get where you want to be. Includes a reveiw of your budget, insurance coverage, investments, retirement planning, and taxes.
  • Budget and Savings
  • Insurance Coverage
  • Investments
  • Retirement Planning
  • Taxes
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Retirement Ready

1%/annually
  • Are you already retired or retiring soon and want to make sure you live the best retirement possible and that your money lasts as long as you need it to? This plan is designed to do that and includes:
  • Social Security Optimization
  • Withdrawal Planning
  • Comprehensive Review ($2,500 fee waived)
  • Investment Management
  • Tax Strategy

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The word fiduciary financial advisor in Longview Texas

Fiduciary Financial Advisor in Longview Texas

Belonging Wealth Management is a fiduciary financial advisor in Longview Texas. Our area of expertise is tax-efficient retirement planning. You get a customized plan for your retirement income needs. We help with withdrawal planning, investment management, retirement accounts, tax planning, and Social Security optimization. Are You located in Longview Texas? Yes. We are located at …

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