ESOP Plans Burns & McDonnell Dallas, TX

Financial Planning – Wealth Management – Retirement Planning – Investment Management

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Start by working with a Burns & McDonnell ESOP Retirement Specialist serving Dallas

Our team of Burns & McDonnell Retirement Specialists serving Dallas, TX have the knowledge and experience working with Burns & McDonnell Employee Stock Ownership Plans (ESOP) to help you achieve your personal financial goals.

Our Burns & McDonnell ESOP Retirement Specialists servicing Dallas are well versed in:

  • Focusing on retirement income from your ESOP, trust planning, estate planning, tax planning, and insurance planning, for Dallas residents.
  • IRAs, portfolio management, 401(k)s, and more.
  • ESOP Distributions, Schedule of ESOP Withdrawals, Roth Conversions, Company Stock Transfer, and Net Unrealized Appreciation.
  • Tax Considerations and implications for your Burns & McDonnell ESOP.
  • Your long-term partner, helping you through every stage of your finances from the moment you meet all the way through your retirement.

 

We know our clients have specific and very different financial goals. When you become a client of The Retirement Planning Group, you are assigned to a dedicated group of professionals made up of a Wealth Manager, Tax Professional, Investment Team Member, and Client Service Associate.
We have Burns & McDonnell Retirement ESOP Plan Specialists for Dallas, and we have been providing retirement planning services for individuals throughout Dallas, TX for years. You’ve worked hard for your money. Now let us make your money work for you.

At The Retirement Planning Group, we understand that your employment with Burns & McDonnell comes with a unique financial situation that only comes with having an ESOP. That’s why we developed an exclusive guide on Retirement Planning for Employees of Burns & McDonnell.



Dwight Twillman

Dwight Twillman has over 26 years of experience in the financial services industry. He has worked with high net-worth individuals, Defined Contributions, and Defined Benefit Plans, Endowments, and Foundations. He holds the CERTIFIED FINANCIAL PLANNER™ designation and is a shareholder of The Retirement Planning Group.


From financial planning to family legacy planning, to Employee Stock Ownership Plans (ESOP), retirement planning to risk management, tax strategies, and trust services, our wealth managers will provide years of financial experience to help you make the best decisions to give you peace of mind.

You can speak with a Burns & McDonnell ESOP Retirement Specialist today by calling 888-988-6621 to get connected with an expert serving Dallas.
5-Star Paladin Registry Financial Advisor

Our Values. Your Benefits.

  • We are an independent advisory firm equipped to provide unbiased, client-centered Retirement servicing Dallas, TX. This means you will have the amount of time and attention necessary to achieve your financial goals. Throughout the Retirement process, you will remain confident in the strategy your wealth manager sets forth. We will work closely with you as a team to ensure you are achieving your goals.
  • We are fiduciary Burns & McDonnell Retirement Plan Specialists for you. We are a Registered Investment Advisory firm (R.I.A.). There are no hidden Retirement fees. Furthermore, our wealth managers receive no back-door payments.

Our Retirement services include not only a comprehensive financial plan but also a focus on building wealth through investments. Our low-cost investment strategies can help Dallas clients build a comfortable net-worth over time. We also take care to ensure that any fortune you do build is protected with the right strategies.

In Dallas, TX today, too many people build investment strategies based off of emotion and the ups and downs of the market roller coaster. Instead, we base our investment strategies on reason, prudence, and intention. We believe in due diligence when it comes to investments. We do not give investment advice based on the panic of the markets and media. We instead give Retirement based on history and smart choices, rebalancing if necessary.