Palmer Retirement Consultants

Working together to help you achieve financial independence.

Financial planner in Fort Worth, TX (show on map)

5.0

★★★★★

1 reviews

Palmer Retirement Consultants offers investment management and advisory services for 401(k) plans and individual investors, utilizing technical analysis and a disciplined approach to investing.

Call (817) 338-0463

Navigate to Visit website

About

Palmer Retirement Consultants, based in Fort Worth, Texas, provides comprehensive investment management and advisory services tailored to the unique needs of plan sponsors and individual investors. The company focuses on retirement plan design, compliance, and fiduciary responsibility, while employing a disciplined technical investment approach to achieve clients' financial goals.

With a team of experienced professionals, including a Registered Investment Advisor and compliance experts, Palmer Retirement Consultants ensures that clients receive personalized, high-quality financial planning and investment management services.

Technical and fundamental analysis approach

Disciplined investment management

Comprehensive retirement plan administration

Personalized client education and communication

Services

Plan Sponsor Services

Palmer Retirement Consultants works with employers to design, manage, and maintain 401(k) plans, ensuring compliance and optimizing plan features for employee benefit.

Plan design and compliance Vendor review and selection Communication and education programs Investment management and fiduciary oversight

Individual Investor Services

Personalized investment management and financial planning for individual investors, utilizing technical analysis and a disciplined approach.

Technical and fundamental analysis IRA rollovers and financial planning 529 college savings plans Long-term care insurance and annuities

Credentials & Certifications

AIF® (Accredited Investment Fiduciary)

Since 1980

Reviews

Rating

★★★★★

Reviews

Frequently Asked Questions

What should I do with my 401(k) account balance when I leave/retire from my employer? +

Options include rolling over to a self-directed IRA, taking a lump sum distribution, rolling over to a new employer’s plan, leaving it where it is, or other strategies.

How much risk is right for me? +

Risk categories include Conservative, Balanced, Growth, and Maximum Growth, each suited to different time horizons and objectives.

Why should I buy long-term care insurance? +

Long-term care insurance helps preserve assets in case of extended care needs, with premiums ideally purchased early to lock in low rates.

When must I begin taking Required Minimum Distributions from my retirement account? +

Required Minimum Distributions must begin at age 70½, with specific timing rules for plan participants.

What college savings options are available to me? +

Options include 529 College Savings Plans, Roth IRA's, and Education IRA's, with detailed explanations provided by Palmer Retirement Consultants.

How do I figure how much to save to meet my needs in retirement? +

Most people need around 70% of their current income in retirement, with Social Security covering about 40%, and PRC can assist in detailed planning.

How do I know how much I need for my child's education? +

The average cost of a 4-year college degree is $50,000 for public and $100,000 for private universities, with costs expected to double by the time a child graduates high school.

How often should our company review different 401(k) vendors? +

It is advisable to review other 401(k) vendors about every 3 years to benefit from market changes and potential cost savings.