Home

 

Roth IRA Fort Worth

SJK Financial Planning, L.L.C. is a registered investment adviser helping individuals, businesses, and charitable organizations to plan and manage their money.

We help people with many of the following:

     •   Roth IRA Fort Worth
     •   Rolling over 401(k) from previous employers
     •   Planning for retirement (determining what is “Your Number”)
     •   Creating budgets
     •   Making financial statements
     •   College planning (how to save and pay for college costs)
     •   Tax planning
     •   Deciding where to invest retirement savings
     •   Picking investments in a 401(k), 403(b), or other retirement plans
     •   Insurance reviews
     •   Estate planning (see that your property and money go to the people you choose)
     •   Trusts (when to create a trust and how to manage a trust)
     •   Social Security planning
     •   Retirement planning (how to invest and spend retirement money)
     •   Roth and regular IRA’s
     •   Setting up a plan to be a Millionaire

 

“Know who you should trust!”

 

Customer Login

Three Simple Financial Maxims

Spend a little, Save a little, and Give a little.

Spend a little – live within your means. My old boss, Jack Norris, use to say “It is not the high cost of living that is a problem but the cost of living high”. Track where you spend your money. There are several programs available out there for free to help track your expenses. Part of a comprehensive financial plan is developing a household budget. Contact us for help and advice.

Save a little – pay yourself first is the best way to accomplish long-term savings. Have a systematic way of saving either through a payroll deduction or an automatic sweep from your bank account. Just saving $1 or two for every 10 dollars you make will change your life. Again, contact us and we will help you set up a long-term savings program.

Give a little – to those you love or the causes you love. When you give others your time, talents, and treasure you feel better. Make giving automatic just as you would savings. Most churches and charitable organizations will set up automatic giving through your bank account or charge cards. Strategies for giving can be an important part of retirement planning and estate planning. Talk to us about how this might be of benefit to you and your favorite organization.

Spend a little, Save a little, and Give a little..

Wes Shannon, CFP®

Search Engine Section : rollover 401k to ira fort worth  retirement plans fort worth   financial plan fort worth    personal financial planning fort worth    best retirement plans fort worth    retirement plan fort worth   retirement and financial planning fort worth    self employed retirement plans fort worth    family financial planning fort worth   small business retirement plans fort worth   fee only financial planning fort worth    401 k fort worth    403 b retirement plan fort worth   financial planner fort worth   ira rollover fort worth    qualified retirement plan fort worth   401k plan fort worth   certified financial planner fort worth    roth ira fort worth   financial advice fort worth

  

        SJKFinancialPlanning.com - 2015 All Rights Reserved - Professional Websites

rollover 401k to ira fort worth   -  retirement plans fort worth   -  financial plan fort worth   -  personal financial planning fort worth   -  best retirement plans fort worth   -  retirement plan fort worth   -  retirement and financial planning fort worth   -  self employed retirement plans fort worth   -  family financial planning fort worth   -  small business retirement plans fort worth   -  fee only financial planning fort worth   -  401 k fort worth   -  403 b retirement plan fort worth   -  financial planner fort worth   -  ira rollover fort worth   -  qualified retirement plan fort worth   -  401k plan fort worth   -  certified financial planner fort worth   -  roth ira fort worth   -  financial advice fort worth