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Informed retirees are finding new ways to help take back control and enjoy their lives by attending our educational dinner workshops. Find money falling through the cracks and redirect those dollars to vacations, eating out, grandkids, medical expenses, charity, or whatever you desire.

Retirement Planning Dinner Event

Attend one of our free dinner seminars to learn how to potentially cut your taxes, lower your market risk, potentially increase your income and much more.

Lunch-n-Learn Workshops

Attened one of our lunch-learns at a local restaurant if the evening is a bad time for you.

Home to Office Screen Share

Schedule an appointment from the comfort of your own living room with our advisor in house.

You may learn…

  • The 3 biggest misconceptions that your CPA, attorney and financial advisor may be missing.

  • If you have mutual funds you may be affected by phanton income taxes. Stop this taxation now!

  • If you own an annuity, one simple question can save you and your heirs thousands in taxes.

  • What today’s smartest investors are doing to uncover hidden tax and investment risks to avoid nightmares in the future.

Address

5310 Acton Hwy Ste 101

Granbury, TX 76049

Phone

817-888-8861

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The associates of RB Welborn Financial are not qualified tax professionals. You should consult with your CPA or other tax advisors on tax related matters. 

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Advisory services offered, in states where licensed, exclusively through representatives of KMS Financial Services, Inc., Member FINRA/SIPC and an SEC Registered Investment Advisor. This site is for informational purposes only and is not an offer to sell or a solicitation of an offer to buy any securities or investment advisory services which may be referenced herein.  We may only offer services in states in which we have been properly registered or are exempt from registration.  Therefore some of the services mentioned may not be available in your state, and if not, the information is not intended for you.

RB Welborn Financial, 5310 Acton Hwy Ste 101, Granbury, TX 76049
(817) 888-8861
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Locations:

Ph: 817-888-8861

5310 Acton Hwy Ste101 Granbury, TX 76049