ARMOR Wealth Management

 

ARMOR Wealth Management, LLC, a protection based financial services organization serving the Dallas-Fort Worth Metroplex, helps individuals, families and successful business owners build, protect, preserve and ultimately distribute their wealth in a tax advantaged manner.  We do that by offering strategic planning and wealth management services and financial products that are custom tailored to our clients’ specific needs. 

Our core value of “protection first” seeks to assure that the financial security of those who depend upon our clients for support – spouses, dependents, and/or employees – will be properly protected should an untimely death or disability occur.  Our remaining planning strategies for our clients concentrate on increasing their money supply, creating more and better financial benefits, and reducing the elements of risk and future taxes.

ARMOR has recently partnered with Professional Advisor Alliance (PAA) to help producers form productive, profitable alliances with CPAs and other professional advisors.  Please visit PAA on the right hand side to hear more about this.


  ARMOR Wealth Management Named
"Favorite Investment Brokerage Firm" in Addison, Texas
(Local Firm Honored in Addison Magazine's 2014 Readers' Choice Awards)

ARMOR Wealth Management is pleased to announce its recent inclusion on Addison Magazine's 6th annual Readers' Choice Awards.  Please click Link to learn more details.


 

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Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

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Catch Up for a More Comfortable Retirement

Workers aged 50 and older can give their retirement savings a boost by taking advantage of catch-up contributions.

Bridging the Gap Between Retirement and Medicare Eligibility

The health exchanges could be beneficial for early retirees who need coverage before they are eligible for Medicare.

Strengthening Social Security

A recent poll measured attitudes toward four potential changes to strengthen the Social Security system.

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