Jim Cargile | Principal
(214) 668-8526
The Retirement You've Dreamed About
Planning and Protecting
When it comes to money management, most people put their money into three buckets: saving, spending, and investing.
For those starting out, most of the focus is on spending, and saving for those big expenses buying the home, saving for college, etc.
Around ages of 40-45, people start to think about protecting their hard earned assets, planning for retirement, and leaving a financial legacy.
Start Building Your Financial Future
Managing and saving for retirement has changed. The tax implications of your IRA and 401K are huge, and retirees are often surprised when they start to take a distribution.
They discover how much in taxes the withdrawal requires and may not have planned for this amount to be diverted.
At Cargile Retirement Planners, we can provide you will the education to protect the assets you have accumulated, and offer you peace of mind solutions for a worry free retirement.
Part of retirement planning requires adopting key money strategies to:
REDUCE DEBT
REDIRECT EXPENDITURES
MINIMIZE TAXes
build wealth
ABOUT
Cargile Retirement Planners
Jim Cargile is the founder of Cargile Retirement Planners.
He has over twenty years of experience helping individuals and couples develop plans for retirement. After the death of his wife, he has personally discovered the importance of maintaining a steady stream of income and investing sufficiently for the retirement years.
His own experiences in retirement planning will be invaluable as he shares with his clients about meeting senior issues in their senior years.
“It is never too soon and never too late to start planning.”
YOUR FINANCIAL EDUCATION starts with our
MONEY SCHOOLS
A Passion For Education
Free Tips on How to Protect your Future Wealth and Health.
Our partners host and online Money School webinar are every other Monday night.
Hosted by key industry leaders, you will learn helpful hints and little-known secrets on how to save, keep, grow, and protect your money.
Visit Often. Topics change regularly.
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“As in all successful ventures, the foundation of a good retirement is planning.”
~ Earl Nightingale
Insights to get you out of debt and increase your wealth by $1Million or more
Retirement Ready Experts
Recommended Reading List
- Mission One Million (a MUST Read) by Merle Gilley and Steven Burton
- My Family Financial Miracle by Merle Gilley
- Look Before You LIRP by David McKnight
- The Power of ZERO by David McKnight
- Money, Wealth, Life Insurance by Jake Thompson
- Paychecks and Playchecks by Tom Hegna
- Don’t worry, Retire Happy by Tom Hegna
- Guide to Social Security and Medicare by Tom Hegna
- The NEW Retirement Savings Time Bomb by Ed Slott
- Fund Your Future by Ed Slott
Our Goal:
preparing you for retirement.
What we provide
- The financial education so you can make the right decisions
- Information that gives you confidence for a guaranteed retirement lifestyle
- A 360 review of all aspects that can impact retirement
- Comprehensive review to avoid costly assumptions before your retirement begins
Serving the Great State of Texas
100% Free Consultation
Financial, retirement and insurance planning all begins with a simple conversation.
Retirement Planning
It's never too late or too early to start. The important thing is to Start Today.
Consumer Advocacy
I’m interested in finding out about you and what you need for your money.
100% Free Consultation
Schedule A Time Convenient For You On My Online Calendar.
Meetings Can Be Conducted Virtually Online, In-Person and By Phone.
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2023 Cargile Retirement Planning
Jim Cargile | Principal
(214) 668-8526
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