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OUR SIMPLY PROCESS

At RetireSimply, we created the SIMPLY framework as a foundation for effective retirement planning. Each letter represents a critical area to consider when preparing for the future: Shelter Your Money, Income Generation, Medicare & Long-Term Care, Protect Your Legacy, Less to the IRS, and Yearly Strategy Visits. This structure guides our approach, ensuring that all essential aspects of retirement are thoughtfully addressed, so you can retire with confidence and peace of mind.

S

SHELTER MONEY

A portion of your money must be sheltered from the market going down

I

INCOME GENERATION

How much do you want to spend in retirement?
Income is the outcome.

M

MEDICARE &
LONG-TERM CARE

You must have a plan for your care. It's the responsible thing to do to ensure you are not a burden to your loved ones.

P

PROTECT LEGACY

Where do you want your money and property to go when you are no longer here?

L

LESS TO THE IRS

What's your tax plan for retirement? Don't pay more taxes than you have to.

Y

YEARLY VISIT

Time to plan for the year ahead. Your life changes and your plan must adjust. 

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SOUTHLAKE

3120 Sabre Drive
Suite 140
Southlake, TX 76092

PLANO

FORT WORTH

6275 W. Plano Parkway
Suite 500
Plano, TX 75093

(near Costco on the Tollway)

640 Taylor Street
Suite 1200
Fort Worth, TX 76102

McKINNEY

​7300 State Highway 121, Suite 300

McKinney, TX 75070

CONTACT

info@retiresimply.com
817-328-6152
Monday-Friday
8:00a-5:00p

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© 2035 RETIRESIMPLY®

"Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

"Investment advisory services are offered through Foundations Investment Advisors, LLC (“Foundations”), an SEC registered investment adviser. Nothing on this website constitutes investment, legal or tax advice. Any historical performance data is solely illustrative and provided as general information and is not a prediction or any future results or any past results for any specific client of Foundations. This website and its contents do not make any recommendation that any particular security, portfolio of securities, transaction, investment or planning strategy is suitable for any specific person.

 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083."

 

Personalized investment advice can only be rendered after the engagement of Foundations, execution of required documentation (including a client agreement), and receipt of required disclosures. Investments in securities involve the risk of loss, including a total loss of money invested. Any past performance is no guarantee of future results. Advisory services are only offered to clients or prospective clients where Foundations and its advisors are properly licensed or exempt from licensure; Foundations reserves the right to accept or reject any prospective client. For more information about us, please go to https://adviserinfo.sec.gov and search by our firm name or by our CRD #175083."

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