RETIREMENT SPECIALISTS

Retirement Specialists Incorporated is a fee‑only, investment advisory firm located in Houston, Texas. The firm specializes in Planning for Retirement, helping you understand your 401(k), pension, thrift savings plan, 403(b), 457, and IRAs; obtaining early retirement using your 401(k), IRAs, Net Unrealized Appreciation (NUA) of company stock, 403(b), 457, or Federal Thrift Savings Plan; getting your maximum pension; 401(k) Rollovers, and receiving early payout through 72t's. The firm also specializes in managing retirement portfolios. Through putting clients' interests first, excellent service, objective advice, and an outstanding reputation for trustworthiness, the team has built a client base that has expanded through referrals from satisfied clients.

Also known as: Retirement, Retirement Specialists Incorporated

Primary location: Houston United States