Our Services

How can we help you?

If you’ve been searching for a financial partner who cares about you and your family, one who talks in straightforward plain English and wants to empower you and help you navigate your financial life, schedule a Sit-Down With Sharon.

Your Retirement GPS

After developing and reviewing Your Retirement GPS™ with Sharon, you will have a complete picture of your finances and a plan to follow through all phases of your financial life.

Portfolio Management

Once you are a client of Sharon’s she meets with you regularly to update Your Retirement GPS™ plan and make appropriate adjustments as your priorities change or you experience a life-changing event.

Risk Management & Protection

You’ve worked hard to provide for your family and save for retirement. Insurance is protection for you and your family against the cost of illness and death.

Explore the possibilities

Contact Sharon Now

Contact us

Address

6440 N. Central Expressway, Ste. 315
Dallas, TX 75206

© 2019 SKS Retirement Solutions

Securities and Advisory Services offered through UNITED PLANNERS FINANCIAL SERVICES, INC. Member FINRA, SIPC. SKS Retirement Solutions, Inc. and United Planners are independent companies. Check the background of your financial professional on FINRA's BrokerCheck.

 

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