Retirement Planning Checklist

March 29, 2023

Oklahoma City

9108 N Kelley
Oklahoma City, OK 73131
(405) 478-1971

Dallas

1845 Woodall Rodgers Fwy., Ste. 1050
Dallas, TX 75201
(972) 985-7162

Plano

3930 Dallas Parkway, Suite 450
Plano, TX 75093
(972) 985-7162

Austin

8701 FM2244
Austin, TX 78746
(972) 985-7162

San Antonio

7373 Broadway, Suite 400
San Antonio, TX 78209
(210) 738-3888

Newtown

41 University Drive, Suite 400
Newtown, PA 18940
(203) 298-8523

Old Lyme

83 Halls Road, Suite 205
Old Lyme, CT 06371
(860) 434-5999

Stamford

1266 East Main Street, Suite 700R
Stamford, CT 06902
(203) 298-8523

Charlotte

13801 Reese Boulevard, Suite 155
Huntersville, NC 28078
(704) 766-0574

Tampa

100 S. Ashley Drive, Ste. 600
Tampa, FL 33602
(813) 723-1274

Cincinnati

201 E. Fifth Street Ste. 1900
Cincinnati, OH 45202
(203) 298-8523

Westlake Village

100 N. Westlake Blvd. Ste 203
Westlake Village, CA 91320
(805) 435-0030

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