Estes Financial Services

Estes Financial Services is located in Fort Worth, United States on 2501 Parkview Dr #228. Estes Financial Services is rated 5 out of 5 in the category financial consultant in United States. Estes Financial Services Inc. is a Registered Investment Advisor firm serving clients retirement planning and wealth management needs. We offer fee-based investment advisory services for client accounts, including high net worth individuals, company retirement plans and trusts. Not only does Estes Financial provide our clients with an investment program based on Nobel Prize winning economics using a broadly diversified asset allocation approach, but we also work with you to develop an individualized asset allocation strategy that balances your return objectives with your tolerance for investment risk. We do not associate ourselves with the big Wall Street wirehouse, but instead take a very educational approach to helping their clients with monthly workshops and individual coaching throughout the Dallas and Fort Worth areas. WHO WE WORK WITH ✔Baby Boomers ✔Federal employees ✔CPA’s. Baby Boomers: As a Top Gun Client we use our “Financial Flight Plan” process to help you invest WITHOUT a Crystal Ball. The number one question we get is “Will I have enough to retire?”. With our proprietary system and extensive expertise we can work with you to ensure your golden years remain golden. CPA’s: We provide a system to offer a more holistic and comprehensive tax planning to your clients, translating into greater tax savings and more proactive relationships. Most CPA’s deal in a world that swaps hours for dollars. In other words, a commodity. The market doesn’t differentiate you from anyone else in the market. We can help you provide extra value through tax planning and strategies, bringing a lot more value to your clients and your firm. Federal Employees: I understand the difference between the two retirement systems. I know where the “gotcha’s” are and what you can and can do along with what you should and shouldn’t do when it comes to benefits, for you and your spouse. Whether you are a CSRS or FERS, we can help you get the most out of your Federal Retirement.