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.Contact Us
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Investment Challenges of the Affluent Investor
Affluent investors face unique challenges when putting together an investment strategy. Make sure you keep these in mind.
When you’re married and have children, insurance needs will be different.
Tips on insuring your teen driver.
Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.
The item most homeowners forget on their home improvement project checklist is insurance.
What’s the deal with your yearly free credit report?
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This questionnaire will help determine your tolerance for investment risk.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator can help you estimate how much you may need to save for retirement.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, cracking the code on bonds.
A bucket plan can help you be better prepared for a comfortable retirement.
Have you found yourself suddenly single? Here are 3 steps to take right now.