When a person becomes a client of Pension Planners of West Texas, they aren t just starting a retirement plan they are also getting a retirement partner. Since 1982, Pension Planners has assisted the public school employee, as well as people from all walks of life, in understanding their retirement and developing strategies to meet their goals.
Our objective at Pension Planners is to educate the educator on their retirement issues. Many of our agents are former educators and know first hand how these retirement issues affect you. We are available to meet with you at our office, your home, by phone, or by e-mail. A typical appointment covers the benefits of saving pre-tax, the accumulation phase, tax issues, loan availability, withdrawal implications, retirement options, and retirement plan distribution strategies.