Freedom Retirement & Estate Planning

Retirement Planning

Retirement should feel calm and predictable. We design income that behaves like a paycheck—layered with tax awareness and protection—so market noise doesn’t dictate your lifestyle in the DFW Metroplex and surrounding areas.

Key Points

  • Income designed to last as long as you do
  • Tax-aware withdrawal sequencing
  • Mitigation of sequence-of-returns risk
  • Social Security claiming analysis
  • Coordination with your CPA and attorney

Our Process

  1. Discovery
  2. Design
  3. Fund & Protect
  4. Ongoing Review
Clarity beats complexity. We use simple structures you can live with—cash, income, and growth—each with a job. Bills paid, taxes understood, time back.

What is a “private pension”?
An income stream you can’t outlive, typically built with annuity contracts—used only when it clearly improves your plan.

When should I file for Social Security?
We compare filing ages to income need, health and survivor goals and choose the strategy that supports your plan.