Why We Do What We Do: Our clients come first
Our Clients come first - bottom line. We have a moral and legal obligation to act as a fiduciary for our clients. Our fees are completely transparent. We represent only our clients and their interests when giving advice and remove any second guessing from the investment experience.
Our clients know they can trust us to act in their best interest, rely on us to provide sound investment advice and count on us to be there through the market's ups and downs. We simplify our client's lives.
Who We Are: A local, family & employee-owned firm
We are a family and employee-owned financial planning firm that has been serving clients in Temple, Texas and the neighboring communities for over two decades.
We strive to build relationships based on loyalty and trust. Today, we continue to provide the same high level of personalized service on which the company was founded.
Being local means we are available to meet with clients face to face. When you call TotalRetirements, you can speak directly with your investment advisor.
What We Do: We help our clients manage and grow their wealth
At TotalRetirements we strive to meet our client's comprehensive wealth management needs through highly personalized financial planning and investment portfolio management.
We build strategies in the areas of: Financial Planning, Retirement Income Planning, Estate Planning, Intergenerational Wealth Transfer, College Planning, Tax Planning, Philanthropy and Business Succession.
How We Do It: We develop deep relationships with the clients we serve
Following a detailed and thorough process, we learn about our client's unique situations, values and needs.
We take a team approach and design, implement and continually monitor a plan that aligns with each client’s specific desires.
Our team continues to keep abreast of industry changes. We continually monitor the market and the economy to keep our clients informed.
Many of our Investment Advisors hold one or more specialized industry certifications, such as CFP – Certified Financial Planner or CFA – Chartered Financial Analyst.