Discover the Benefits of Having a Plan

The best things in life rarely happen by chance. We’ll create a comprehensive plan to help you make the most of your retirement years.

Financial Guidance at Every Stage


At GTX Wealth, we understand that different tools and resources are needed at different stages of your financial journey. The strategies that get you to retirement won’t necessarily be the same as the ones that get you through retirement. Our Retirement Gold Card process aligns your goals and dreams with the right action steps, no matter where you’re starting from.

Retirement Gold Card

Our four-step process for customizing your Retirement Gold Card is designed to help you achieve your financial goals and enjoy the retirement lifestyle you deserve.


Compare Benefits

Whether applying for a credit card or interviewing a financial advisor, you always want to ensure you know what you’re signing up for. When you sit down with us for the first time, we’ll discuss your goals and values. You’ll learn more about us and our philosophy, and together we’ll decide if we’re a good fit for each other.



Before we can design your Retirement Gold Card, we’ll examine your current financial situation, determine your future income needs and identify any possible challenges.



Receive your Retirement Gold Card, a custom strategy designed to help you reach your unique financial and retirement goals based on your needs, values and desires. 


Account Upgrade

Your needs will change as you accomplish goals and set new ones. We’ll regularly review your plan, making adjustments as needed to ensure your strategy continues to meet your income needs to support your desired lifestyle.

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