About Us

Helping clients in the Greater-Fort Worth, Texas area work toward their retirement dreams.


The Best of Fort Worth Financial Planning

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 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 ensure you receive all the assistance you need. Not only will we help you develop a retirement income strategy, we will also ensure that you maintain that wealth throughout retirement.


Meet Mike Morgan

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. Mike assists people from all walks of life, income, and wealth levels to achieve what we all want: a more financially successful retirement! He believes that the accurate information and planning and tools are the key to achieving that goal. Mike holds FINRA Series 6, Series 7, and Series 63 licenses with CoreCap Investments, Inc. and is insurance licensed in Texas, New Mexico and Louisiana.  In addition, he has earned the Chartered Financial Consultant designation.  He also holds a Bachelor of Business Administration degree from Texas Tech University. As a proud member of the Fort Worth Chamber of Commerce with an A+ rating, Mike lives in North Richland Hills, Texas. In his free time, Mike enjoys hunting, fishing, dancing, and spending time with his grandchildren.

Meet the team

Jamie McKenzie

director of marketing

Brett A. Wood

Associate advisor

Kristine Eadie

director of first impressions