EDWARDS FINANCIAL STRATEGIES
777 Main Street, Suite 600, Fort Worth, TX 76102 Directions
Since 2007
Here’s The Deal:
Edwards Financial Strategies is located at the prestigious Wells Fargo Tower on the sixth floor in downtown Fort Worth, TX. EFS is a Texas-based retirement planning firm. Their commitment to your future is their most vital asset, designing tailored solutions for every client. EFS also works closely with firms providing income tax preparation, estate planning, tax coaching, real estate, and title services. Their team works with their families to give genuinely world-class wealth management to their families. They ensure that you can take full advantage of all the benefits available to you when you choose to plan. They understand the importance of proper wealth management and its impact on your life and generations to come.
SPECIALTY:
Income, College Savings, Pension, Financial, Business, Tax and Education Planning, Income Tax Preparation, Investment, Wealth and Asset Management, Life Insurance, Indexed & Fixed Annuities
TBR® Inspection Report:
HABER WEALTH MANAGEMENT GROUP
Suite 110 - 2501, Parkview Drive, Fort Worth, TX 76102 Directions
Since 2016
Here’s The Deal:
Haber Wealth Management Group does this with the highest integrity and respect while constantly collaborating using a team approach. They are dedicated to providing investment management and strategic wealth planning for all your retirement needs. Their primary focus is to provide unbiased opinions that are designed to help achieve long-term investment results. They will meet with their clients to present an analysis and discuss their recommendations. They are committed to staying up-to-date on relevant tax, estate, and social security laws to provide their clients with the most beneficial financial advice for their particular situation.
SPECIALTY:
529 qualified tuition plans, Annuities, Mutual funds, U.S. Treasuries Securities, Retirement Planning, Simplified Employee Pension Plans, Qualified Retirement Plans, Life Insurance, Long-term Care, Disability & Critical Illness
TBR® Inspection Report:
WILSHIRE CONSULTANTS INC.
101 Summit Avenue, Suite 410, Fort Worth, TX 76102 Directions
Since 1971
Here’s The Deal:
Wilshire Consultants Inc. has been serving the DFW Metroplex and surrounding areas for over forty years. They are a comprehensive financial services firm dedicated to assisting their clients with the eight Wealth Management issues that enhance their overall financial position and pursue their long-term financial goals. Their company was founded upon principles that place the utmost value on their client's financial goals and objectives. They are committed to helping people, just like the clients create solutions for their retirement assets. They work closely with their clients to evaluate those opportunities and reap those rewards.
SPECIALTY:
Bonds, Common Stock, Educational IRA, Traditional IRA, Roth IRA, SEP IRA, Simple IRA, Brokerage Accounts, Treasury Bills, Government Securities, Treasury Notes, Variable Annuities, Retirement Plans, Tax Plans, 401(k) Planning, 403(b) Planning, College Plans, Estate Plans, Money Purchasing Plans, Profit Sharing Plans & Disability Income Insurance