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    We’re here to help you feel confident in your financial future.

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Women and Money

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Initial Meeting Financial Inventory Worksheet

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Initial Meeting Budget Worksheet

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10 Topics We Discuss at Our Initial Meeting

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TRP Professional Guidelines

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Income Planning Divorce Checklist

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For Texas Educators – 2025 403b Fact Sheet

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Additional Resources

https://www.ssa.gov/

https://www.trs.texas.gov/TRS Documents/benefits_handbook.pdf

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Office

2717 Commercial Center Blvd
Suite E200
Katy TX 77494

Contact Info

Phone: 832-374-0141
Fax: 832-634-4774
Email: rbecker@gwnsecurities.com

 

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Securities and Advisory services offered through GWN Securities, Inc., Member FINRA/SIPC, a Registered Investment Advisor. 11440 N. Jog Road, Palm Beach Gardens, FL 33418. (561) 472-2700. Texas Retirement Planners and GWN Securities, Inc. are separate companies.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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