Helping Folks Retire with Confidence
Without a roadmap, the path toward and into retirement can be difficult. Having a comprehensive retirement plan, with a knowledgeable advisor offering support, may help make the road ahead less strenuous.
I’m Don Hubbard, a financial advisor who understands the concerns you and your family face as you prepare for retirement, whether that is five or fifteen years away. My goal is to help you feel confident about your future and pursue your vision of a comfortable retirement. Incorporating a life planning approach from a Biblical worldview, I develop customized retirement strategies that address both your needs and your dreams.
Retirement is a significant milestone in one’s life. My mission is to help make that transition more manageable and less stressful by building a personalized plan and offering ongoing support and objective guidance. Based in Weatherford, Texas, I serve clients in the greater Dallas-Fort Worth area and multiple states across the country. Start preparing for tomorrow’s retirement today by contacting me to set up a commitment-free introductory meeting.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The Junk Drawer Approach to Investing
It's easy to let investments accumulate like old receipts in a junk drawer.
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Protect yourself against the damage that your homeowners policy doesn’t cover.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
A few strategies that may help you prepare for the cost of higher education.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Second marriages are a trigger event to revisit any existing estate strategies.
This questionnaire will help determine your tolerance for investment risk.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Do you know how to set up your financial goals for success? This knight does.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.