Retirement and Estate Planning

What if you could approach retirement with excitement for new experiences, free from fear or resignation that there is nothing you can do to improve your retirement lifestyle?

To guide our clients in planning their financial journey, we developed a Retirement Roadmap to mitigate the impact of significant financial events in their lives, helping them achieve their wealth and lifestyle aspirations. This addresses the 5 key areas that retirees must address as they approach and enter their retirement years: LEGACY PLANNING, Healthcare, Tax, Asset Protection & Growth, and Income Planning.

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Our Philosophy

Our Retirement Roadmap USING

Wills & Trusts, Beating Probate

You'll receive a comprehensive Roadmap, Strategic Planning Framework, and Process designed to help you foresee and address financial challenges. This allows us to Explore, Create, and Execute a customized financial plan crafted specifically for you

Meet HOUSTON HARRISON, LUTCF, NSSA

Retirement Planning
Expert

Houston has deep roots in Northwest Arkansas. As a retirement planning specialist, he began helping clients here more than 25 years ago.

Harrison has been honored to be referred by clients to their friends and family in other states. With current licenses in the states of Missouri, Oklahoma, Texas, Tennessee, Florida, Washington, Kansas and New Mexico. Houston adds State licensures as needed to honor the introductions of family and friends by his clients.

“I believe every client is unique and has their distinct values, goals and aspirations.”

“...I have spent a career vetting best-in-class strategies and solutions which are custom designed for each of the unique families we serve.”

– Houston Harrison

What We Offer

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Our Retirement Roadmap

Our purpose is to cushion the effects of critical financial events in your life to ensure you achieve your wealth and lifestyle goals. We start with three key steps:
Learning Your Goals and Objectives
Addressing Your Critical and Life Events
Overlaying Our Proven Process to Find Solutions

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Expert Advice

And we don’t do it alone. We take a collaborative approach and work with other professionals who play important roles, including Legal Advisors, Tax Advisors and Estate Advisors.

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Educational Events

We provide engaging educational workshops designed to keep our clients, their friends, and community members informed about essential topics in financial management, retirement planning, and estate planning.

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Book a FREE Consultation. Now.

Enjoy your retirement, 

skip probate and leave a legacy!

Learn how updated trust laws & technology can help you get your affairs in order and discover how families can avoid delays, legal fees and wasted time in Probate Court.

SCHEDULE A CALL TODAY