WHO WE HELP
Planning for Every Stage of Retirement
01
Pre-Retirees
You are 5 to 10 years from retirement and want a clear income plan.
02
New Retirees
You are replacing a paycheck and deciding what to draw from first.
03
W-2 Earners
You want to keep more of your paycheck and save tax-smart for later.
What We Plan Together
Every plan is built around your income, your taxes and the people you love.
Lifetime Income
Create dependable income for life using insurance and annuity tools.
Social Security Timing
Decide when to claim so your benefits fit the rest of your income plan.
Tax-Aware Withdrawals
Choose what to draw from first and plan Roth conversion timing to keep more of what you saved.
Legacy and Protection
Protect your spouse and heirs with legacy and life insurance planning.
THE PROCESS
How It Works
STEP 01
Free review call
We talk about your goals, your family and what you have saved, by phone or video, at no cost.
STEP 02
Your written income plan
You receive a clear, written plan covering income, Social Security timing, taxes and protection for your loved ones.
STEP 03
Put it in place and review yearly
We help you set the plan in motion, then meet each year to keep it aligned with your life.
Frequently Asked Questions
Do you charge for the first review?
No. Your first review is free.
Do I have to move my accounts?
No, we start by looking at what you have.
Do you manage investments?
Trusted Faith is an insurance agency. When investment management is needed, we refer to our partner Desert Rose Capital Management, an SEC-registered investment adviser.
Can you work with me if I am not in Texas?
Yes, by phone and video nationwide.