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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

Investment Challenges of the Affluent Investor

Investment Challenges of the Affluent Investor

Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.

How to Appeal Your Property Taxes

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

All Muni Bonds Are Not Created Equal

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

 

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

How to Appeal Your Property Taxes

For homeowners who think their property taxes are too high, there are ways to appeal.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

Capital Gains Tax Estimator

Use this calculator to estimate your capital gains tax.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Long-Term-Care Protection Strategies

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

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Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

Saving for College 101

Here’s a crash course on saving for college.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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