TBS Retirement Planning

Financial planner in Bedford, TX (show on map)

Expert guidance for securing your retirement future.

Call (806) 790-5071

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About

TBS Retirement Planning offers personalized financial strategies to help clients achieve a comfortable retirement.

Personalized, client-focused approach

Integrated retirement and estate planning

Services

Retirement Planning

Comprehensive planning to ensure financial security in retirement.

Personalized retirement goals Asset allocation strategies Tax-efficient planning

Estate Planning

Ensure your assets are distributed according to your wishes.

Will and trust creation Probate avoidance strategies Tax minimization

Credentials & Certifications

Certified Financial Planner (CFP)

Since 2008

Series 7 License

Since 2009

Frequently Asked Questions

What is retirement planning? +

Retirement planning involves assessing your current financial situation, setting retirement goals, and developing a strategy to achieve those goals through savings, investments, and tax planning.

How often should I review my retirement plan? +

It is recommended to review your retirement plan annually or whenever there is a significant life change, such as a career shift, marriage, or major purchase.

Contact TBS Retirement Planning

TBS Retirement Planning

Address

1600 Airport Fwy Ste. 205, Bedford, TX 76022

Phone

(806) 790-5071

Website

tbsretirementplanning.net

Opening Hours

Sunday

Closed

Monday

9 am–5:30 pm

Tuesday

9 am–5:30 pm

Wednesday

9 am–5:30 pm

Thursday

9 am–5:30 pm

Friday

9 am–5:30 pm

Saturday

Closed

Location

Location of TBS Retirement Planning, 1600 Airport Fwy Ste. 205, Bedford, TX 76022 · View on Google Maps

Get in Touch

Ready to work with TBS Retirement Planning?

Reach out today to schedule a consultation.

(806) 790-5071

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