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

Investment Planning
Play Video

We strive to help you create an investment portfolio that produces an appropriate diversification based on your individual goals and risk tolerance. We can assist with:

Private Money Management
Mutual Funds
Exchange Traded Funds (ETFs)
401(k) and 403(b) Plans and Rollovers
Traditional, SIMPLE, SEP, and Roth IRAs
Fixed, Equity Indexed, and Variable Annuities

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and TBS Retirement Planning are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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

(817) 786-1010

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.
back to all services
schedule an appointment

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.

schedule appointment

contact us

Email: dmaldonado@tbsretirementplanning.net Phone: (817) 786-1010

Main Office

1600 Airport Fwy., Suite 205 Bedford, TX 76022

Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor. BWA and Brookstone Capital Management, LLC are affiliated companies. BWA and Total Benefit Services, Inc. are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Links to third-party websites are for general information purposes only and do not constitute any offer or solicitation to buy or sell any services or products of any kind. The other parties are responsible for the content on their website(s). You are encouraged to read and evaluate the privacy and security policies on the specific site you are entering. They are not intended
and should not be relied upon as investment, insurance, financial, tax, or legal advice. By providing a telephone number and submitting this form you are consenting to be contacted by SMS text message. Message & data rates may apply. You can reply STOP to opt-out of further messaging. This information will not be shared with any third parties.

RETIREMENT ROADMAP

ENTER YOUR INFORMATION BELOW TO RECEIVE A COMPLIMENTARY COPY OF MIKE'S BOOK!

X
X

Privacy Policy - Terms and Conditions - Privacy Policy