What's the real rate of return on your portfolio? Learn about how inflation plays a factor in your investments. Read more now.
Cowtown Financial Planning
Financial Services
Fort Worth, Texas 157 followers
We Don't Manage Money: We manage goals and emotions so that the financial plans we develop work best for you.
About us
Cowtown Financial Planning, LLC is an independent financial services, wealth management, and consulting firm located in Fort Worth, TX. While we work with clients nationwide, we are committed to helping families in our community thrive. We focus on families building wealth and small business owners by building comprehensive financial plans that help our clients live their best lives and achieve their goals. Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Elevation Financial Group is not affiliated with Kestra IS or Kestra AS. Investor Disclosures: https://www.kestrafinancial.com/disclosures www.kestrafinancial.com www.finra.org
- Website
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http://www.cowtownfinancial.com
External link for Cowtown Financial Planning
- Industry
- Financial Services
- Company size
- 2-10 employees
- Headquarters
- Fort Worth, Texas
- Type
- Privately Held
- Specialties
- financial planning, investment management, retirement planning, estate planning, risk management, succession planning, and tax reduction strategies
Locations
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Primary
Get directions
300 College Ave
Fort Worth, Texas 76104, US
Employees at Cowtown Financial Planning
Updates
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The stock market rallied in Q2 around AI and hopes that the Fed will manage interest rates with inflation trending lower. #StockMarket #Investing #Finance #Economy #Q2Update https://lnkd.in/ghkjm2rr
Quarterly Market Insights | Q2 2024
cowtownfinancial.com
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Tax freedom day: the day you begin earning money for yourself. #TaxFreedomDay
Tax Freedom Day
cowtownfinancial.com
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For many, retirement starts a new phase of life. Are you getting prepared for your new phase? #SavingForRetirement
Saving for Retirement
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Generate income and rebuild principal. A powerful one-two punch.
Split Annuity Strategy
cowtownfinancial.com
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Think you’re saving money by not having health insurance? Think again. Medical debt can be a major cause of financial woes. Read more now.
The Cost of Medical Care
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Are dividends a key component when evaluating investment opportunities? Learn more. #DividendYield
What Is the Dividend Yield?
cowtownfinancial.com
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Don’t be afraid of the cyber desperadoes. Learn how your data can be covered by cyber liability insurance in this fun video.
The Wild West of Data Theft
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Tax deferral can have a dramatic affect on the growth of an investment. Know what's at stake. #FixedAnnuity
Annuity Comparison
cowtownfinancial.com
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Assets minus liabilities = net worth. When was the last time you calculated yours? #MyNetWorth
What Is My Current Net Worth?
cowtownfinancial.com