About Us

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


Our Firm

We are committed to maintaining the highest standards of integrity, honesty and professionalism in our relationship with you, our client.  Our mission is to gain a complete understanding of your financial and retirement planning situation. We will provide you with the highest quality information, services and products to help you reach your goals.

Since 1983, we have been working with friends and neighbors throughout the greater Fort Worth area to help them work toward their financial goals through the use of insurance and investments products.  We are rooted in the community and have developed our business by creating close personal relationships with our clients.  When you have financial concerns, we want to help you address them.

TBS Retirement Planning is here to ensure you receive all the assistance you need, not only in developing your retirement income strategy, but in maintaining it throughout your 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 and income and wealth levels to achieve what we all want – a more financially successful retirement, and the accurate information, planning and tools we all need to achieve 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.

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.

Securities sold through CoreCap Investments, Inc., a registered broker-dealer and member FINRA/SIPC; advisory services offered by CoreCap Advisors, LLC, a registered investment advisor. TBS Retirement Planning and CoreCap are separate and unaffiliated entities.

Meet the team

Jamie McKenzie

director of marketing

Brett A. Wood

Associate advisor

Kristine Eadie

director of first impressions

Have Questions?

It can be difficult to make financial decisions without access to information. If you have questions or concerns about your current retirement strategy, feel free to contact us. You can also schedule an appointment with us using the white button below!