Student Testimonials

Getting Ready for Retirement™

A successful retirement begins with a solid plan. This course will teach you how to develop your own personalized retirement plan as well as provide key insights into helping you enjoy this exciting next life stage. We will cover many topics including financial basics, retirement savings, finding new income sources, tax reduction, investment tools, estate planning, and more. You will leave this course confident about how to plan your retirement and truly enjoy your golden years.

“I thought I was ready for retirement before taking this course, but now I am confident I am ready. The course instructor was very knowledgeable and was able to answer all of my questions. I highly recommend this class for anyone wanting to retire with confidence!”

Tim B. from Aledo, Texas

“When my husband and I took this course, he was 1 year away from retirement. Everything we learned in the course we were able to apply immediately and made his retirement that much better. Some of our friends and family have taken this course as well and have found it to be invaluable.”

Kerry B. from Grand Prairie, Texas

“I was already retired when I took this course and I still came away with so much information on how to keep my retirement benefits and assets working for me. I also learned the risks I could afford to take and how to protect my investments against market volatility. I sleep better at night knowing I implemented the things I learned from Josh and Kelly in this class.”

Jimmy R. from Benbrook, Texas

Social Security Secrets™

Without a plan to maximize your benefits, you may lose out on income and incur unnecessary taxes and fees. The risk of disability or premature death is greater than many people realize, and Social Security provides a foundation of income on which you can build your retirement plan. By attending this class, you will learn today’s Social Security realities, uncover hidden secrets many people don’t know, and how to use professional strategies to get the most from your benefits.

“After taking this class I learned the best strategy for collecting my social security benefits and know that I am not leaving anything on the table. I am thankful for the instructors and the college for having this class available. I highly recommend this class for EVERYONE!”

Randy A. from Midlothian, Texas

“I worked as a teacher for 35 years and have a TRS pension. My husband and I learned in this class the best strategy for us to make my pension and our social security benefits work to our advantage in retirement. We never realized how much we were leaving on the table. I definitely recommend this course for any person or spouse who will be collecting social security benefits.”

Cindy C. from Grand Prairie, Texas

“I didn’t know I had options when it came to social security benefits. I am so glad I took this class and learned the strategies I can use to make the most of my retirement benefits. The instructors answered all of my questions and truly cared about my learning.”

John L. from Fort Worth, Texas

Wills, Trusts, & Estate Planning™

It is often one of the last things people take care of because of procrastination or confusion about what is needed. Now, more than ever, it is important to have a solid estate plan in place. Without an estate plan, you lose control of the distribution of your assets and you may incur unnecessary taxes and fees. In this class, we’ll uncover the strategies you need to protect your assets and regain control over decisions that will affect you and your family for years to come.

“My wife and I attended this course at the local college to make sure our Wills were in order. We gained so much more than expected from this class! The instructors made the topic of estate planning relatable and understandable. We left the course feeling empowered and armed with knowledge we needed to plan our estate with confidence.”

Lew F. from Burleson, Texas

“After my husband passed, I felt confused and overwhelmed with what to do for my children and grandchildren to make sure that I wasn’t a burden on them. This course helped me decide on the right estate planning tools so at the time of my death, my family would be taken care of. I can’t stress enough how important this course is. My only regret is not taking it sooner!”

Debbie K. from Flower Mound, Texas

“My husband and I have a blended family. To say estate planning for us was messy and emotional was an understatement. We had expectations of learning the basics of estate planning but this class taught so much more. We were taught strategies that helped us handle the emotional side of estate planning and asset transfers to family members. Anyone who has a less than traditional and more complicated family structure should absolutely take this course.”

Cindy S. from North Richland Hills, Texas

Get In Touch

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Ready to get started? Click here to schedule a complimentary consultation with one of our friendly advisors today:

101 Summit Ave. Ste 910

Fort Worth, TX 76102

At Strittmatter Wealth Management Group, we believe in the pursuit of true wealth, which allows our clients to focus on the things in life that truly matter. Our core purpose is to help our clients achieve true wealth by providing them with options and strategies best suited to their unique financial goals and objectives.