Thanks for visiting! No matter whether you’re new to The University of Texas (UT) or simply looking to explore other retirement options available to you, I welcome the opportunity to meet with you. My educational approach and commitment to you will give you the financial confidence that’s needed for a long-term investing plan. My goal is to help you get to and through retirement. We’ll get you there through planning, investing, and protecting what’s important to you.Even with a plan, along the way life will throw curveballs—I’ve had plenty of my own! I’ll be by your side to provide education and guidance during good times and challenging times. Uncertainty is simply part of life. I connect and communicate with my clients, so they don’t feel alone—together we can create a plan.New to UT? We can review your retirement options—TRS vs. ORP—so that you can make an educated decision on what’s the best option for you. UT also has voluntary retirement plans that allow the opportunity to save much more, we’ll explore all options. Simply reach out to get started!For an initial meeting, please feel free to reach out: (512) 794-1311, tj.dubeansky@voyafa.com, or book an appointment at tjmeeting.timetap.com.
Listed skills include Leadership, Social Media, Presentation Development, Public Speaking, and 42 others.