top of page

Retirement Planning Today

9889 Wade Blvd. Room C107  Frisco, TX, 75035


Feb. 12 & 19

6:30PM to 9:30PM



Feb. 21 & 28

6:30PM to 9:30PM


  • Determine the amount of money you need to retire

  • Create your own goals for a "successful retirement"

  • Eliminate debt and improve cash flow

  • Properly Convert your IRA to a Roth IRA

  • Select the retirement plan distribution choice that is right for you

  • Reduce or eliminate taxes, expenses, delays and legal challenges with estate planning

  • Plan your retirement income to preserve a comfortable standard of living

Yield Financial Advisors

3900 S. Stonebridge Drive

Suite 1103

McKinney, TX 75070


bottom of page