Welcome to TotalRetirements
An independent financial planning firm located in Temple, Texas
We provide guidance and solutions based on a thorough understanding of each client’s unique situation and goals. Our clients seek our expertise for all aspects of their finances, including investments, insurance planning, tax strategies, retirement and estate planning. We take pride in our ability to grow and adapt in a changing industry, allowing us to deliver cutting edge and forward-looking financial expertise, balanced with stability and moderation.
TotalRetirements is a family and employee owned firm, with vast experience and deep roots. We strive to create relationships of loyalty and trust that will last well into the future. We invite you to learn more about us on the rest of this site and we welcome the opportunity to serve you, your family, and your business.