You have probably seen several advertisements proclaiming the Dallas best financial advisors. But, unfortunately, just about anybody with a business diploma claims to be an expert on retirement and financial planning in Dallas TX.
Roger Whitney is different because, apart from being a Certified Financial Planner, Certified Investment Management Analyst and a Certified Private Wealth Advisor, he also has over 25 years experience guiding clients into, and through, retirement.
Financial planning in Dallas TX that gets you ready to rock retirement!
Roger Whitney, better known to most as The Retirement Answer Man, is one of the Dallas best financial advisors because has created a simple process for retirement planning called the Agile Retirement Management TM Process.
ARM is superior to other Dallas financial planning processes for retirement because it:
- Focuses on rapid problem solving
- Helps you identify risks and opportunities
- Allows for incremental changes
Agile Retirement Management sees you as a person with priorities, a bucket list and a fluid life. Most processes offered by other financial consultants in Dallas TX are often complicated and outdated because they see you as a math problem.
That means, instead of offering financial advice that works for you, they may instead give advice based on their predictions for the future or general assumptions. That is why, under ARM, Roger Whitney created a Retirement Standard of Care.
The Retirement Standard of Care is a series of bullet points and checklists that show what we can cover, and what we should cover, in our planning.
Team with one of the leading Dallas financial consultants
The Retirement Standard of Care helps protect you in five important financial management areas, which are life, cash flow, resources, risk and legacy. Best of all is that you will be guided through this by one of the best financial advisors in Dallas TX.
The Dallas best financial advisors should be able to help widen the lens and look at all the options available for your retirement. Contact Roger today through e-mail, Twitter or just call him at 817-336-6300.