LoneStar Wealth Management aims to educate and equip their clients to achieve the financial life of their dreams by providing investment and retirement planning solutions that secure a legacy and help protect them from the volatility of the global markets.
“Money! You’ve spent a lifetime earning it, spending it, and hopefully, accumulating it. When it comes time for retirement, you want peace-of-mind that you have adequate funds to secure a stable income after your working days are done,” says company CEO and founder Michael Jon Byers.
“You might also have other dreams, like traveling, buying a second property, moving closer to family (or further away). And if you have loved ones and dependents, you may be thinking of how your assets can provide for them after you’re gone,” adds Michael.
“Planning a secure retirement is all about ensuring you’ve done enough to sustain a comfortable lifestyle, cover foreseeable healthcare expenses, and a continued accumulation of your assets after you stop receiving a paycheck,” Michael states.
He then adds, “Protecting your income now and in the future, all depends on one thing: You and your support team. If you’re like most of our clients, access to a retirement roadmap can help ease financial concerns and better prepare you for the big R – retirement.”
Owner’s manual for retirement
Sharing the foundations for a successful retirement with clients and others is what inspired Michael and LoneStar Wealth Management co-owner Mark Groom to co-author the book ‘Planning A Secure Retirement’.
The book deals with such topics as picking Growth Mutual Funds and considering 401(k) and TSP Growth Investment Funds over Life Cycle funds plus other issues surrounding a designed retirement plan that works best for you.
“Our approach has always been client centric. We are driven to help clients make informed and intelligent decisions that allow them to live a life free of financial burdens after retirement and honor their wishes regarding how their wealth is preserved or transferred upon death,” Mentions Michael.
He then continues, “Planning a secure retirement is challenging for even the most financially literate individuals. The days of relying solely on your pension and Social Security benefits to satisfy your income needs during retirement are long gone. Historically low interest rates coupled with high market volatility have made planning for retirement daunting, but more important than ever.”
“Our clients begin to relax and get excited when they focus on retiring TO something, rather than just from working,” concludes Michael.
LoneStar Wealth Management & LoneStar Registered Investment Advisors, PLLC is based in Lubbock, Texas and has assisted over 2,000 clients with income and retirement planning, insurance, investment, and wealth management needs since 2001. The full-service financial planning company is co-owned by CEO and founder, Michael Jon Byers, and their President, Mark Groom. They also have offices in Dallas, Fort Worth, TX, and Albuquerque, NM.
Together, Michael and Mark co-authored the book ‘Planning a Secure Retirement’. They were featured in the documentary, ‘Not Alone: Retirement in America’, hosted a radio show, ‘Money Talk’, and aired on Fox News as financial analysts.
Michael is a dedicated father and family man who enjoys raising seven wonderful children alongside his wife Sarah. Mark enjoys his role as an avid Grandfather and doesn’t miss an opportunity to spoil those grandchildren!
Company Name: LoneStar Wealth Management
Contact Person: Michael Jon Byers & Mark Groom
Email: Send Email
Address:9801 Indiana Av., Ste 200
State: TX 79423
Country: United States