If you are only thinking about your portfolio,
you’re thinking about financial planning all wrong.
The greatest risk to your retirement isn’t market volatility. It’s whether or not your plan can accomplish your goals.
Most people spend more time shopping for an appliance than planning for retirement. So when they finally start to think about it, they wonder:
Your freedom in retirement is based on more than numbers. At Bland Garvey, we start by exploring your hopes and dreams. It’s only then that we set goals and establish the plan to get you there.
Expect More When Working with Bland Garvey
We start with a life-map – not a risk assessment – and then build your plan from there.
Our experienced wealth management advisors provide personalized strategies for retirement including savings, investments, taxes, and estate planning. All designed with your hopes and dreams at the center.
Tax Planning in Retirement
Do you know how to factor taxes into your retirement income? We work to create a plan that maintains your current standard of living while minimizing tax liabilities and maximizing financial stability.
Asset Protection Consulting
As we build the plan and while managing your portfolio, we advise you on the best means to safeguard your assets and mitigate risks now and into retirement.
Wealth Management for North Texas
Businesses & Beyond
From strategy and portfolio management, we have you covered as you plan for your future retirement.
What Better Service Means To Us
Switching wealth advisors should mean getting a better experience!