TBS Retirement Planning Homepage | Guidance Throughout Retirement

You've earned, you've saved, you've done the work.

Let TBS Retirement Planning help with the
"What's Next?"

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FEATURED IN THESE MEDIA OUTLETS

protecting your hard-earned assets

We're here to guide you. Serving the North Texas & surrounding areas

Total Benefit Services, Inc. is an independent financial planning firm specializing in retirement and lifestyle planning, with an emphasis on a personal touch with our present and future clients. TBS was established in 1982 in Lubbock, TX to assist West Texas families with their retirement planning needs. Since 2010, TBS has expanded the practice to include North Texas.
The focus of all the team members at TBS is to ensure that our clients receive personalized attention to create a holistic life plan, no matter their stage in life. It is our mission that our clients receive the highest level of detail and care to assist in achieving their financial and life goals. Please use the links below to request time with one of our advisors or more information.

Step One

We will conduct a comprehensive consultation, where we actively listen to individual financial goals and aspirations, to tailor a customized plan for our clients.

Step Two

We demonstrate disciplined planning strategies by meticulously analyzing clients’ financial profiles, setting clear goals, and adhering to a well-defined budgeting process.

Step Three

We will regularly review client portfolios to assess the effectiveness of strategies and make timely adjustments as needed, ensuring clients remain on track to achieve their financial goals.

TBS Retirement's Upcoming Events & Webinars

Interested in attending an educational retirement planning seminar or event for free?

To keep you safe, we have decided to host webinars to keep our Texas communities informed during this time of uncertainty. Learn ways to protect your financial future by registering for one of our free webinars!

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Our Retirement Planning & Financial Services

At TBS Retirement Planning, our sole focus is on you. We’re committed to helping you make informed decisions about your financial future by providing aid in many service areas. Click one of the boxes below to see how we can help you in that area.

Asset Protection

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Investment Planning

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Wealth Accumulation

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Income Planning

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Tax Minimization

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Retirement Planning

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Annuities

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Life Insurance

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Long-Term Care

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TBS Retirement Planning can also refer you professionals who provide the following services:

TBS retirement planning prides itself on providing comprehensive support for clients beyond financial advice. Understanding the multifaceted nature of retirement planning, TBS often refers clients to a network of trusted professionals for specialized services.

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Trusts & Charitable Giving

Probate & Estate Planning

Tax Planning

MICHAEL MORGAN'S NEWEST BOOK!

RETIREMENT ROADMAP

click here to receive your complimentary copy

Are you ready to take the next step towards your financial future?

For more information about our firm and the services we offer, send us a quick email or call the office. We would welcome the opportunity to speak with you.

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