INVESTMENT PLANNING

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

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

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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!

Contact Us
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contact us

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

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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.

RETIREMENT ROADMAP

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

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