We work with clients from all backgrounds and walks of life, but there are some characteristics they all have that attracted them to Money Methods.  There is also a common list of questions regarding their retirement transition they have.  Our process and services are designed to answer these questions.  If you find that you identify with these characteristics, and find yourself asking any of these questions, it would likely be worth your time to contact us for a FREE assessment.

Who Are Our Clients?

Do You Have These Characteristics?

  • Desire to work with someone required to put your best interest first

  • Desire to receive objective advice 

  • Desire to work with a trustworthy and experienced advisor

  • Belief there is no crystal ball and no way to consistently predict market moves

  • Desire to learn

  • Willingness to make a change

  • Coachable and teachable

  • Kind and respectful 

Do You Need Answers To Any Of These Questions?

  • When can I retire?

  • Can I afford to retire?

  • What will my income be?

  • Am I in danger of outliving my retirement savings?

  • Have I addressed all the risks that could negatively impact my retirement? 

  • Where should I take my income from?

  • Should I roll over my 401-K?

  • How should my retirement savings be invested?

  • When should I take my Social Security?

  • What should I do about healthcare coverage during retirement?

  • Are there any changes I should make right now with my retirement plan and accounts?

  • How is the best way to invest and grow wealth for the future?

​© 2019 by Money Methods

 

ACM Money Methods, Ltd. is registered as an investment advisor with the state of Texas.  If you do not reside within the state of Texas, please contact ACM Money Methods, Ltd. to determine if services are available to you. There are no guarantees that are expressed or implied.  All content is strictly for informational purposes only.  Much effort is made to verify the accuracy of any information given, but there is no guarantee as to the accuracy of this information. This is not an offer of sale of securities.  All investing involves risks and costs.  Your coach can provide you with more information about the risks and costs associated with specific programs.  No investment strategy (including asset allocation and diversification strategies) can ensure peace of mind, assure profit, or protect against loss. To request a copy of ACM Money Methods, Ltd.'s privacy policy or ADV brochure, please contact Money Methods at 806-353-8782.

Dave Ramsey and The Dave Ramsey’s SmartVestor Pro program are not affiliated with ACM Money Methods, Ltd.