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About

About This Business

Retirement Income Plannig - Putting the Pieces Together: Social Security, Retiremnt Plans, Income strategy for retirement years, tax efficiant planning, plan for inflation and the unknowns.


Overall - Develope a personalized financial plan so that you will not run out of money during your retirement years.

BBB Accredited Since: 5/1/2007

Years in Business: 23

Products and Services

401(k) Management, 403(b) Management, Financial Advisory Services, Income Gap Strategies, Investment Planning, Legacy Planning, Pension Planning, Retirement Planning, Social Security Consulting, Teacher Retirement Planning

Business Details

BBB File Opened:
2/14/2007
Business Started:
1/1/2003
Business Incorporated:
9/25/2020
Type of Entity:
Limited Liability Company (LLC)
Business Management:
Mrs. Staci C Aldredge, Owner

Additional Contact Information

Principal Contacts
Mrs. Staci C Aldredge, Owner
Customer Contacts
Mrs. Staci C Aldredge, Owner
Fax numbers
Primary Fax: (903) 759-3337
Additional Phone Numbers
Other Phone: (903) 720-3595

Licensing information

This business is in an industry that may require professional licensing, bonding or registration. BBB encourages you to check with the appropriate agency to be certain any requirements are currently being met.

BBB records show a license number of 1049527 for this business, issued by Texas Department of Insurance. The expiration date of this license is 3/31/2027.

Texas Department of Insurance

333 Guadalupe / PO Box 149104

Austin TX 78714

Additional Information

Other Resources
Texas Department of Insurance
333 Guadalupe / PO Box 149104
Austin TX 78714
Phone Number: (800) 578-4677
www.texashealthoptions.com

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