Resources

Retirement doesn’t come with a manual. That’s why we created these resources—to help hardworking Texans cut through the guesswork and start building a plan that’s as tough, tested, and reliable as they are.

Booklet titled

Guide Download:

5 Key Money Moves for Your Old 401(k)

Brochure titled

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Understanding Sequence of Returns Risk

Brochure with photo of an embracing elderly couple, text:

Guide Download:

The Key to More Money, Less Stress, in Retirement

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Guide Download:

Help Maximize Your Social Security Benefits

Brochure titled “Financial Success in Retirement”, with a photo of two smiling women.

Guide Download:

Help Ensure Financial Success in Retirement

You’ve Worked Too Hard to Leave Retirement to Chance

We’ll help you create a dynamic income strategy that protects what you’ve built—and gives you the freedom to enjoy it.

No cost. No pressure. Just straight answers—and a plan you can count on.