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A Tradition of Helping Clients Grow Their Wealth, Protect Their Wealth, and Enjoy Their Wealth.

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.

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Helpful Content

The Pre-Retirement Checklist

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

Once Upon a Goal

Once Upon a Goal

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A Living Trust Primer

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

 

Budgeting After a Divorce

Divorce is the second most stressful time in a person's life. Here's some tips to get through it.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

The Best Apps in Travel

Technology tips to make your next trip even better.

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

How Big is Money?

Learn a little about worldwide currency in this fun infographic

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Saving for College

This calculator can help you estimate how much you should be saving for college.

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Saving for College 101

Here’s a crash course on saving for college.

16 Wall Street Cliches in 60 Seconds

Pundits say a lot of things about the markets. Let's see if you can keep up.

Jane Bond: Decoding Diversification

Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

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