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Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency.

Retire Guides is an independent financial advisor dedicated to making retired living achievable and enjoyable by offering a retirement roadmap, providing tools that make navigating retirement that much easier, and serving as a guide to set you on a path towards a comfortable retirement.

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Location

6513 Colleyville Blvd #100
Colleyville, TX 76034

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Phone

817-912-5925

Hours of Operation

 Monday:  9am-5pm 
 Tuesday:  9am-5pm 
 Wednesday:  9am-5pm 
 Thursday:  9am-5pm 
 Friday:  9am-5pm 

Retire Guides is a marketing name for securities, insurance, and investment advisory services offered through Avantax Investment Services℠, member FINRA / SIPC.

This communication is strictly intended for individuals residing in the state of Texas. No offers may be made or accepted from any resident outside the specific state(s) referenced. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss. Neither Avantax Investment Services℠, nor its registered representatives, offer tax or legal advice.

Broker Dealer Disclosure: Securities and investment advisory services offered through Avantax Investment Services℠ (AIS), member FINRA / SIPC. AIS is separately owned and other entities and/or marketing names, products or services referenced here are independent of AIS.

Blue Sky Disclosure: This communication is strictly intended for individuals residing in the state(s) of Texas. No offers may be made or accepted from any resident
outside the specific state(s) referenced.

1 Qualifying membership in the MDRT is based on minimum commission and gross business generated within a year, and is not based upon performance or returns experienced by any client, or opinions of the advisor’s clients or former clients. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results.

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Main Menu

  • Retirement Services
    • Investment Management
    • Tax Efficiency
    • Estate Planning
    • Social Security Planning
    • Medicare Planning
  • About Us
    • Meet Our Team
    • Michael Escobar CLTC
    • Charles Tatum CFF
    • Our Testimonials
  • Education
    • Free Guides
      • Social Security: Myth vs. Fact
      • Guide to Budget for Retirement
      • Guide to Investing When You're Young
      • Guide to Creating Your Own Pension Plan
      • Guide for When Someone Dies Without a Will
      • Benefit Guide to Roth IRAs
      • Guide to Starting Your Own Business
      • Guide to Active and Passive Investment Management
      • Guide to Using IRA Trusts
      • What to Do Financially When a Spouse Dies?
    • News
      • Videos
    • Educational Videos
  • Contact Us
  • Client Portal