A well designed retirement plan should integrate many of the component parts of financial planning – income taxes, investments and financial modeling. At Self Worth Financial Planning we have developed an easy to understand propriety financial model that is a roadmap that tests and answers the following questions:

• When can I retire?
• What are the income tax consequences?
• When should I take distributions from my qualified plan?|
• How should my investments be allocated?
• How much risk should I be taking?

If you would like to schedule a Get Acquainted meeting please feel free to call our office at (214) 774-4826.

We look forward to hearing from you.