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  • Wealth Management
    We are working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to...
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  • Retirement Planning
    It’s not going to be your parents’ retirement – rewarded at 65 with a gold watch, a guaranteed pension,...
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  • Asset Protection
    Asset protection is becoming more vital as society becomes more and more litigious. Properly structuring your assets to legally...
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  • Social Security
    Social Security is one of the most essential elements of any retirement plan. Being educated and making the right...
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  • Estate Planning & Probate
    We are partnered and share office space with the law firm of Redding Law LLP. This boutique law firm...
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  • Proactive Tax Planning
    There is a difference between having your taxes prepared and proactive tax planning. The IRS Tax Code is...
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  • Investment Strategy
    We are working with clients, from individual investors to large financial institutions, to develop advanced portfolio management strategies to...
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FAQ

Frequently Asked Questions

Q : How to Switch Banks?

A: If you’re going to write checks or use online bill pay, start writing checks from the new account and fund those payments by transferring money from your old account.

Q : Why should I spend money on a financial advisor?

A: Most commonly, individuals seek the help of a financial advisor for retirement planning. But they can do much more than that. You can get help with college savings, work on household finances and even get out of debt with the help of a financial advisor.

Q : Can I get help with
 my credit card debts from a financial advisor?

A: Absolutely. Clients can work with a licensed financial advisor to pay off their debts and get back on track financially. Financial advisors have access to programs most individuals can’t get into on their own, and they have connections in the financial industry most of us simply don’t have.

Q : I am already in
 debt. How can I afford a financial advisor?

A: The help of a financial advisor may be less expensive than you might think. Depending on the help you are looking for, you could be looking at a fee only situation or commission based pricing.

Possible Risks

Market risk, or “principal risk” is the chance that a downturn (or a bad investment) chews up your money. It’s there for both stocks and bonds — when interest rates rise, bondholders will see the market value of their paper shrink — and for most people it’s the big bugaboo.

Inflation or purchasing-power risk for most people is the “risk of avoiding risk” — the opposite end of the spectrum from market risk — the possibility that you are too conservative and your money can’t grow fast enough to keep pace with inflation

We Will help you to understand:

  • Retirement Financial Planning with Wealth Creation
  • Wealth Creation
  • Asset Protection
  • Investing for Retirement with Self Managed
  • Superannuation Fund (SMSFs)
  • And more other instruments

FREE E-BOOK →     FREE CONSULTATION →

Let`s start planning your financial future today

1

Talk

Actually, We’ll listen as you explain your needs, dreams, and fears. Then create a personalized plan that explains how we can help you reach financial goals.

2

Act

We work together to implement the plan. Then We keep you updated on where you stand and adapt to the plan as life will happens.

3

Relax

I`m here for you whenever you need. Call me at any time, Daughter got engaged? Congrats – I`ll help you figure out how to pay for the wedding!

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Contact Us



    Insurance and annuities offered through Matthew Redding Jr., TX INSURANCE LICENSE #2081664

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    Contact Info

     1100 N. Kimball Ave., Suite 100, Southlake, TX 76092

     (817) 329-7778

     info@metroplexwealth.com

    Investment Advisory Services offered through Retirement Wealth Advisors Inc. (RWA) a Registered Investment Advisor. Metroplex Wealth and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Metroplex Wealth and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors Inc. Professional service providers are suggestions only and are not associated with Metroplex Wealth or Retirement Wealth Advisors. You are encouraged to consult your tax advisor or attorney. Redding Law Office is owned and operated by Chelsea Redding. Chelsea Redding is also an Investment Advisor Representative of RWA. Redding Law Office and RWA are not affiliated.

    © 2017 Metroplex Wealth, LLC. 

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