Real Estate
Agent Retirement

Real Estate Agent RetirementReal Estate Agent RetirementReal Estate Agent Retirement
-------- Call 817-381-8551 -------- for free consultation

Real Estate Agents Retirement plans

What Is a SEP

Real Estate Agent Retirement

Real Estate Agent Retirement

 A SEP or simplified employee pension is a great way to fund retirement for Real Estate Agents. 

You Can Reduce Your Taxable Income

Plus Invest up to 25% of your income for Retirement Per Year

Sep IRS Info

Call for more information to see if you can qualify for a SEP

817-381-8551

For a Plan for You and or Your Team



Real Estate Agent Retirement

Real Estate Agent Retirement

Real Estate Agent Retirement

We can help set up or move your Traditional IRA, Roth IRA and moving an old 401k to a product that has

Zero Losses 

Uncapped Gains 

High Participation Rates 

Long Term Care

Guaranteed Income for Life

Call

817-381-8551

For a Plan for You and or Your Team

Life Insurance

Real Estate Agent Retirement

Life Insurance

Buy-sell agreement life insurance

  Key person life insurance

Individual and group plans are available

 

Whole Life IUL Term and Cashback Term for individual Agents or Small Teams 


Call

817-381-8551

For a Plan for You and or Your Team

Real Estate Agent Retirement

Agent

King Team Financials

We can help with individual or business plans along with estate planning for you and or your clients. We specialize in senior living and retirement planning. If you have a client thinking about selling their home to move into independent living or assisted living we can help show them how affordable it can be. We can show them how much income they will be receiving for the rest of their life so they can make the decision weather to put their home on the market. One of their biggest fears and objections is. If I sell my home and run out of money what will I do. We can solve that problem for you. Give us a call before your next appointment

817-381-8551

Frequently Asked Questions

Please contact us if you cannot find an answer to your question.

Financial plans allow you to prepare for things like your child's education, your retirement, or big/unexpected life changes.


It should start with your goals and objectives, and from there we will build an investment portfolio, retirement and tax planning, as well as insurance needs.


You should meet with us to review your plans every five years, or before any major life transition.


Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

Real Estate Agent Retirement

Hours

Monday - Friday: 9am - 5pm

Saturday - Sunday: By appointment


Contact Us

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