Be Informed.

Choose the adviser who educates

Be Smart.

Execute the savings plan

Be Sure.

Enjoy the benefits

Rock Solid Retirement is an independent wealth management firm based in
Montgomery, Texas. Rock Solid Retirement provides financial advisory services including financial, tax and legal planning. We also offer management and educational development to individuals, families and businesses. 30+ years in the industry makes Kym Harris a trusted resource for the personal, family and business needs of many people.

Services

Why Plan Now?

Planning for big goals like retirement can seem impossible sometimes
causing people to quit even before they start. Determining how much money you need to accumulate is daunting.

Instead, think about what you want to do in retirement much like you
would planning your next vacation. Let’s work together so you can enjoy your retirement. Be confident knowing that you will have the income you need to live the rest of your life.

Millions of dollars will pass through your hands in life …how much of it will you keep?

A household income of $80,000 per year produces staggering amounts:

for 20 years $1.6 million
for 30 years $2.4 million
for 40 years $3.2 million

WHAT DO YOU WANT YOUR MONEY TO DO FOR YOU
WHILE YOU ARE ALIVE?

WHAT DO YOU WANT YOUR MONEY TO DO FOR YOU
WHEN YOU PASS?

You are never too old or young to plan for the future!

3 PHASES OF LIFE AFTER 65 - What are your plans?

1. When you first retire, you are going to have good health and energy, to do many things; these are called go-go years.

Who do you want to spend your time with? Where do you want to go and relax?

2. After a few years when your energy wanes you may not want to travel as much, those are called the slow-go years.

Do you want to be close to family or in the climate of your choice?

3. The third phase of our lives, the no-go years are when someone may need help with activities of daily living. This could include simple things like shopping or household chores.

Who do you want to help you and how will you pay for it?

Make Choices Now to Design How

You will Live in Retirement

IMPORTANT QUESTIONS TO ASK YOURSELF:

What would you do if you are injured in an accident and your income stops?
How much annual income would you need if you could no longer work?
How much annual income would you like to provide for your spouse after you pass?
Do you need to pay for children’s college education or fund a retirement plan?
What would you do if a family member is injured or has a stroke, and you are the only one to care for them?
At what age do you want to retire?
How many years will you live after age 65?
Do you have a fear of running out of money as you age?
How will you pay for healthcare in retirement?

Make the commitment to make a plan, set goals and update it yearly. START TODAY!
Don’t let life events get in the way.

Who will inherit your money, the IRS or the people you choose?

OUR FOCUS

PROTECTING YOUR STANDARD OF LIVING IN RETIREMENT
ENSURING YOUR RETIREMENT INCOME LASTS TO THE END OF LIFE
LEAVING A SUFFICIENT AMOUNT TO YOUR CHILDREN AND FAMILY
GROWING MONEY TAX-FREE

Process

OUR PROCESS

PRE-CONSULTATION ASSESSMENT - This is a short phone call to make sure we are a good fit for one another.
STRATEGY SESSION CALL - During this call replace fear with information on how to boost your family's destiny and find solutions for your concerns
PLAN OUTLINE MEETING - After researching the best options for your specific needs, we review with you recommended next steps.
SIGNING MEETING - We put the approved strategy into play.
FUNDING - This process may have various phases, or be on-going. Whichever meets you needs and goals best.
ON-GOING RELATIONSHIP - We do periodic reviews of your goals and progress. Sometime goals and intentions can change in time. We want to make sure your financial strategy moves as your life changes.