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Retirement Income Questions?

 

How is your Golden Parachute? 

Will my wealth translate into consistent pay checks?

Are my assets positioned to guard against market decline, volatility, tax increases, inflation?

Do I have "smart beta" working for my assets?

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Longhorn Retirement  is home to the Golden Parachute Retirement Strategy to Bear Proof and tactically grow retirement assets, while building future life time income and guarding legacy assets.


We broker a wide range of highly rated, fixed insurance products like annuities, (qualified-traditional & Roth, non-qualified), life insurance, along with long term care to grow wealth and protect against risks of severe market volatility, taxes, inflation, and longevity.

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 Request an initial consult. We routinely use Zoom and Team.

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Call -469-777-8918
or Chat Online   â€‹
ABOUT US

 

We began as Longhorn Retirement and Life Insurance Agency and have expanded as Longhorn VFO, an independent firm, providing proactive and holistic planning, coordinating a team of experts in Tax Planning, Wealth Management, Legal, Business Advisory, & Risk Management services.  

 

We continue to monitor new trends, rates, and financial products, to help our clients reach their retirement goals.  Together we discover and establish custom needs and opportunities before discussing recommendations. 

SERVICES

 

  • Virtual Family Office Services: For CPA's, High Net Worth

  • Retirement Income Planning

  •  Annuities: indexed, fixed, Immediate

  • Qualified Rollovers

  • Cash Balance, Roth, Solo 401k, IRA, 403B, SEP

  • Premium Financed Life

  • Pension Consulting

  • Estate Planning​

  • Indexed Universal  Life Insurance

  • Whole Life Insurance

  • Tax Qualified Long Term Care Insurance

  • Tax Free Income 

  • Disability Insurance 

  • The New Golden Parachute

OUR VISION

 

To help professionals, entrepreneurs, and pre-retirees maximize their retirement savings, in light of protecting their families, businesses and assets from death-disability, unnecessary taxes and market downturns. To ensure and insure our clients and families don't outlive their income; resilient and reliable.

 

To offer the best service, financial products and strategies available for our clients during their earning and retirement years.  

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