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

About us

North Texas Financial Planning

Helping clients in the North Texas area work toward their retirement dreams.

We are committed to maintaining the highest standards of integrity and professionalism in our relationships with our clients. Our mission is to gain a complete understanding of your financial situation and provide you with only the highest quality information, services and products to help you try to reach your goals.

Since 1983, we have been working with our neighbors throughout the Greater-Fort Worth area to help them work toward their financial goals. Through the use of insurance and investments products, we have developed relationships with clients so deep that we call them friends. We are rooted in this community and have developed our business on the principle of creating close personal relationships with our clients. Whatever your financial concerns are, we are here to help address them.

TBS Retirement Planning is here to help you receive all the assistance you may need. Not only will we help you develop a retirement income strategy, we will also seek to diligently work with you to help you maintain that wealth throughout retirement.

Meet Mike Morgan

Chairman of the board

As the president of TBS Retirement Planning, Mike Morgan has been helping clients in the Greater-Fort Worth area work toward their retirement dreams through well thought out strategies for retirement income since 1983.

Meet the team.

Kristine Eadie

director of first impressions

Dina Maldonado

Administrative Support Specialist

Ryan Moore

Financial Advisor

You've earned it, you've saved, you've done the work. Let us help you with the "What's Next?"

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.