Home

Retirement is not simple. There are lots of moving pieces that must all fit into place.

It is vital to understand how one piece of the puzzle effects the others.

Let's Talk!!

Most investment advisors focus only on growing your money.

a True Retirement Planner puts all the puzzle pieces together and helps you build a strategy to USE IT efficiently, tax-smart and with confidence.

Do you have a plan?

If your “retirement plan” is just a mix of investments, you have a portfolio, notaplan

Here’s what our No-Stress Retirement Plans bring to the table that investment advisors often miss:

Tax
Reduction
Strategies

Keep more of your money in retirement

Income
Planning
Efficiencies

Know exactly where your paychecks come from after you stop working

Social
Security
Maximization

Understand Your Options and Get the most out of what you’ve earned

Risk
Management
Options

Protect your nest egg from market swings & surprises

Estate
Planning Guidance

Leave a legacy, not a legal mess

Let's Talk!!

How we Help Families...

Jill C. Said it Best:

We spent months talking to various advisors and each gave us a piece of the puzzle.

When we talked to Scott, he not only shared additional pieces that we never heard before, he and his team put the whole puzzle together for us and created a fully encompassing retirement plan in which we have 100% confidence.

Ready for A Real retirement plan?

Let’s build a prosperous strategy that’s designed to last as long as you do.

schedule your complimentary Retirement Planning Conversation today!

D. Scott Kenik, Founder and Principal
Phone: +1 832. 880. 5555
WealthConceptsGroup.com

Retirement is not simple. There are lots of moving pieces that must all fit into place. It is vital to understand how one piece of the puzzle effects the others.

Most investment advisors focus only on growing your money. a True Retirement Planner puts all the puzzle pieces together and helps you build a strategy to USE IT efficiently, tax-smart and with confidence.

If your “retirement plan” is just a mix of investments, you have a portfolio, notaplan

Here’s what our No-Stress Retirement Plans bring to the table that investment advisors often miss:

Tax ReductionStrategies

IncomePlanningEfficiencies

SocialSecurityMaximization

RiskManagementOptions

Estate Planning Guidance