Retire DFW

  • Home
  • About Us
    • Partners >
      • Tom Rose
      • Dave Leeman
      • Randy Wallis
  • Protected Growth
    • Guaranteed Income
    • Tax Exempt Savings
    • Savings Replacement
    • College Funding
    • Small Business
  • Videos
  • Resources
  • Blog
  • Subscribe
  • Quote
  • Contact
  • Home
  • About Us
    • Partners >
      • Tom Rose
      • Dave Leeman
      • Randy Wallis
  • Protected Growth
    • Guaranteed Income
    • Tax Exempt Savings
    • Savings Replacement
    • College Funding
    • Small Business
  • Videos
  • Resources
  • Blog
  • Subscribe
  • Quote
  • Contact
Retire DFW is a group of state licensed partners committed to safely and consistently building our client’s wealth. We accomplish this by limiting our offerings to low risk investments which can protect principal, produce dependable earnings growth and then protect this growth, even when the markets fail.​

Each RetireDFW partner comes from a successful career outside of the financial services industry so we are not predisposed to old school thinking or failed strategies some advisors continue to promote. Today’s global economic and political turmoil has elevated investor anxiety and caused many investment classes to under perform, creating challenges that require fresh thinking and new strategies. The Protected Growth Investments offered by RetireDFW are well suited for these uncertain times and will perform even better when economic conditions improve. These investments also provide true diversification for investors seeking more stability and surety of returns, especially for those with portfolios over weighted in equities.​
  • Contact any of the partners below on their direct line listed in their Bio profile or reach us with our Contact Us form

OUR EXPERTS
We believe that both our clients and brokers are our partners.  Transparency, open communication and trust are paramount to being a true partner.  We believe such openness is critical to achieving the best possible outcome and maintaining strong, long-term partnerships.

meet our staff

Picture

david leeman
partner

meet dave
Vertical Divider
Picture

Tom Rose
​
PARTNER

meet tom
Vertical Divider
Picture

Randy wallis
​
PARTNER

meet randy
Vertical Divider

contact us

Call or email one of the partners today and start the journey to get your retirement in check.

Retire DFW
1400 Preston Road, Suite 400
Plano, TX 75093


schedule appointment
Picture

follow us on:

Copyright 2010 -  2021 RetireDFW