Helping You Solve Your Financial Puzzle in Pursuit of Confidence
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive and up-to-date investment and financial strategy, with a knowledgeable partner offering support, may help make the road ahead less strenuous.
I’m Robert Theisen, a financial advisor and CPA committed to helping people work toward financial confidence. While I work with clients in all stages of life, many are approaching or are already living in retirement. They often have questions and concerns regarding their finances. Do they have enough money to last? How can they minimize taxes? When should they create an estate plan? My goal is to help them navigate the many retirement planning hurdles and educate them on their opportunities. By managing their strategies, I strive to help them worry less about their financial strategies and more on their passions in life.
Retirement is a significant milestone in one’s life. My mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support. Based in Fort Worth, Texas I serve clients locally and in multiple states, from Nevada to Illinois. Start preparing for tomorrow’s retirement today by contacting me to learn more or to set up a complimentary consultation.
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Probate can be a completely public process, or it can be managed to include as little information as possible.
How to Retire Early
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Estimate how much you have the potential to earn during your working years.
Estimate your monthly and annual income from various IRA types.
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Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your capital gains tax.
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A presentation about managing money: using it, saving it, and even getting credit.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Around the country, attitudes about retirement are shifting.
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