Wealth Management

At Ray Hodges Financial Group, we focus on retirement planning and wealth management. When it comes to wealth management, one of our mottos is “It’s your money . . . until you give it away,” which is why we use all the companies you are familiar with to protect and manage your money just like all the bigger brand name firms use - Vanguard, TD Ameritrade, etc. - but at a fraction of the costs. Our team is located in the Dallas area, which allows us to provide the personal touch and client service the bigger firms don’t provide. Our goals are simple and as follows:

  1. We want to help you define your financial goals in life.

  2. We want to ensure your portfolio matches your appetite for risk.

  3. We want to position you so that your monthly income exceeds your monthly expenses for the rest of your life.

  4. We want to ensure you never outlive your retirement savings.

  5. We want to ensure that when you pass on, your loved ones inherit all that you’ve worked hard to accumulate.

 We understand that you’ve sacrificed a lot to prepare for your retirement, and you need the peace of mind that comes with knowing you’re in good and capable hands. With this in mind, we use the most advanced concepts, applications, and systems in the world to plan your retirement and manage your wealth. You can trust that we take our fiduciary duty to act solely in your best interest to heart.

We offer the following client services to assist you in all facets of your wealth management:

  • 10 Principles of Money Mastery

  • 21 Point Readiness Checklist

  • Social Security Maximization

  • Pension Buyout Consultation 

Take the first step in ensuring your wealth and assets are effectively and successfully managed by completing a risk assessment at Riskalyze.  The results of your risk assessment will be sent to us via email, and we will call you to set an appointment to review your current portfolio to be sure it aligns with your risk profile.