Texas Retirement Strategies

Helping You Hit the Bullseye with Your Retirement & Financial Future

Custom Strategies Targeted Towards Your Retirement & Financial Future

After helping people retire successfully for more than 25 years, Gary Haack at Texas Retirement Strategies understands that each client is unique and faces different challenges, which is why he always take a personalized approach to every client interaction. His process helps protect your retirement income from market downturns, and when developing your customized retirement income plan, he will walk you through the step-by-step process designed to create strategies designed to boost your confidence.

Retirement Income Planning

Retirement income planning can be a complicated, intricate process. If you prefer steadiness and consistency over market ups and downs, an annuity might be a strategy to consider in your overall financial and retirement plan. It creates a guaranteed income stream when you need it most.

TSP Strategic Planning

Federal employee benefits can be complex. Our firm has helped hundreds of government employees understand and make better benefit decisions. We can also provide guidance on the Thrift Savings Plan (TSP), a retirement and investment savings plan for government employees and service members. As you are getting close to retirement, we can help guide you through the retirement options. 

401(k) Rollovers

Have you left retirement earnings behind when you have changed jobs? If so, we can help you round up those accounts and put a plan in place so your money can work for you in retirement. Our firm also partners with businesses to offer 401(k) options to their employees. Whether you are an individual or a business, we have 401(k) planning options for you.

IRAs & IRA Rollovers

IRAs are another retirement tool that you can add to your overall plan as a way to save for retirement outside of or in addition to employer-sponsored plans and defined benefit pensions. We can help explain the different IRA account types and get you set up with a new account or rollover a current account so you can make your retirement funds work for you.

Life Insurance

When we look to the future, we all hope to live long and healthy lives. Unfortunately, life does not work out that way for everyone as accidents and illness happen. Life insurance is a way to make sure that your spouse and family are financially provided for in the event of an untimely passing.

Social Security Maximization

Choosing when and how to draw Social Security can be a tough decision with hundreds of options. Our team can help you navigate the possibilities, so you get the most from your hard-earned benefits.

Employee Benefit Plans

We work with business owners who are motivated to offer their employees the best possible retirement plans and 401(k) options, while also reducing the cost, risk and hard work involved in administering the plan. We also have competitive health insurance options for your staff and employees. Offering a quality benefit plan is key to retaining and recruiting quality staff and employees.

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