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Each investment product has a place and a specific purpose where it may fit properly into someone’s retirement planning, but without a complete review of your personal situation, risk tolerance, income needs, tax situation, long-term care needs, and estate and charitable desires, no one can or should have an opinion on whether a specific product is right for you. It is the discovery of your true needs and desires that is the first step you should take, not the choice of investment products that historically many people have made as their first step.

A retirement planning advisor can help you do just that. It is his/her specialty.
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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