Planning for retirement is a crucial step in securing your financial future, and choosing the right advisor can make all the difference. El Paso is home to several reputable financial firms specializing in retirement planning, offering personalized strategies to help you achieve your long-term goals. Whether you’re looking for comprehensive wealth management, tax-efficient retirement solutions, or employee benefits consulting, these professionals provide expert guidance tailored to your needs. Below is a curated list of top retirement planning firms in El Paso, complete with their services, contact details, and descriptions to help you make an informed decision.
Final List of Retirement Planning Firms in El Paso
- Pension Planners of West Texas
- Safe Path Financial
- Carolyn L Mora Financial Services
- Lauterbach Financial Advisors
- Crown Wealth Strategies
- Carson Wealth
- First Command – El Paso
- Dodds Wealth Management Group
- Strategic Wealth
- Houghton Financial Partners
1. Pension Planners of West Texas
Pension Planners of West Texas is a trusted financial advisory firm dedicated to helping clients navigate retirement planning with confidence. Located in El Paso, the firm focuses on creating customized retirement strategies that align with individual financial goals. Their team of experienced advisors provides personalized guidance on pension plans, Social Security optimization, and investment management. With a commitment to transparency and client education, Pension Planners of West Texas ensures retirees can enjoy financial stability and peace of mind. Their holistic approach makes them a reliable choice for retirement planning in the region.
🔹 Services: Retirement Planning, Pension Consulting, Investment Management
📍 Address: 5959 Gateway Blvd W, El Paso, TX 79925, United States
📞 Phone: (915) 599-8500
🔗 Website: Pension Planners of West Texas
📧 Contact: info@retire915.com
2. Safe Path Financial
Safe Path Financial is a leading financial advisory firm in El Paso, specializing in retirement planning and wealth management. Their team of certified professionals helps clients develop tailored strategies to ensure a secure and comfortable retirement. Services include income planning, risk management, and estate planning, all designed to protect and grow clients’ assets. With a client-first philosophy, Safe Path Financial prioritizes trust, integrity, and long-term relationships. Their expertise makes them a top choice for individuals seeking reliable retirement solutions.
🔹 Services: Retirement Planning, Wealth Management, Estate Planning
📍 Address: 10921 Pellicano Dr #101, El Paso, TX 79935, United States
📞 Phone: (915) 621-5466
🔗 Website: Safe Path Financial
📧 Contact: info@safepath.org
3. Carolyn L Mora Financial Services
Carolyn L Mora Financial Services offers expert retirement planning and tax advisory services to clients in El Paso. With years of experience, Carolyn and her team provide personalized financial strategies, including retirement income planning, tax efficiency, and investment management. Their approach combines financial expertise with a deep understanding of clients’ unique needs, ensuring a secure financial future. Known for professionalism and dedication, this firm is a trusted resource for retirement planning and wealth preservation.
🔹 Services: Retirement Planning, Tax Advisory, Investment Management
📍 Address: 11163 La Quinta Pl, El Paso, TX 79936
📞 Phone: (915) 577-0926
🔗 Website: Carolyn L Mora Financial Services
📧 Contact: carolyn@elpasocpa.com
4. Lauterbach Financial Advisors
Lauterbach Financial Advisors is a well-established firm in El Paso, offering comprehensive retirement planning and wealth management services. Their team of fiduciary advisors focuses on creating customized retirement strategies, including Social Security optimization, estate planning, and investment management. With a commitment to transparency and client education, they empower individuals to make informed financial decisions. Their long-standing reputation and client-centered approach make them a top choice for retirement planning.
🔹 Services: Retirement Planning, Wealth Management, Estate Planning
📍 Address: 4130 Rio Bravo St, El Paso, TX 79902, United States
📞 Phone: (915) 544-6950
🔗 Website: Lauterbach Financial Advisors
📧 Contact: bdefrance@lfa-ia.com
5. Crown Wealth Strategies
Crown Wealth Strategies is a premier financial advisory firm in El Paso, specializing in retirement planning and wealth preservation. Their team of experienced advisors provides tailored strategies to help clients achieve financial independence and a secure retirement. Services include tax-efficient retirement planning, investment management, and legacy planning. With a focus on long-term relationships, Crown Wealth Strategies ensures clients receive personalized guidance every step of the way.
🔹 Services: Retirement Planning, Investment Management, Legacy Planning
📍 Address: 621 Resler Dr, El Paso, TX 79912, United States
📞 Phone: (915) 613-4300
🔗 Website: Crown Wealth Strategies
📧 Contact: clients@crownws.com
6. Carson Wealth
Carson Wealth is a nationally recognized financial advisory firm with a strong presence in El Paso, offering expert retirement planning services. Their team provides comprehensive financial strategies, including retirement income planning, investment management, and risk assessment. With a fiduciary approach, they prioritize clients’ best interests, ensuring transparent and ethical advice. Carson Wealth combines advanced financial tools with personalized service to help clients achieve long-term retirement security. Their commitment to education and tailored solutions makes them a trusted choice for retirees and pre-retirees alike.
🔹 Services: Retirement Planning, Investment Management, Financial Planning
📍 Address: 4545 Hondo Pass Dr Suite C, El Paso, TX 79904, United States
📞 Phone: (915) 759-6393
🔗 Website: Carson Wealth – El Paso
📧 Contact: tchaney@carsonwealth.com
7. First Command – El Paso
First Command specializes in retirement planning for military personnel, federal employees, and civilians in El Paso. Their advisors focus on disciplined savings strategies, pension optimization, and post-retirement income planning. With over 60 years of experience, the firm emphasizes financial education and long-term stability. Services include investment management, insurance solutions, and estate planning tailored to clients’ unique needs. First Command’s structured approach helps clients build wealth systematically for a secure retirement.
🔹 Services: Retirement Planning, Military Benefits Guidance, Investment Management
📍 Address: 4712 Woodrow Bean Transmountain Suite F, El Paso, TX 79924, United States
📞 Phone: (915) 772-0100
🔗 Website: First Command – El Paso
📧 Contact: clientservices@firstcommand.com
8. Dodds Wealth Management Group
Dodds Wealth Management Group offers personalized retirement planning and wealth preservation strategies in El Paso. Their team crafts customized plans addressing Social Security timing, tax-efficient withdrawals, and legacy planning. With a client-centric philosophy, they focus on reducing financial stress and maximizing retirement income. The firm’s expertise spans 401(k) rollovers, annuities, and long-term care planning. Their proactive approach ensures clients are prepared for every stage of retirement.
🔹 Services: Retirement Planning, Wealth Preservation, Estate Planning
📍 Address: 5915 Silver Springs Dr Building #4, El Paso, TX 79912, United States
📞 Phone: (915) 257-2627
🔗 Website: Dodds Wealth Management Group
📧 Contact: ContactUs@doddswmg.com
9. Strategic Wealth
Strategic Wealth provides sophisticated retirement planning solutions for individuals and businesses in El Paso. Their services include retirement income strategies, employer-sponsored plan consulting, and investment portfolio management. The firm’s advisors use advanced analytics to optimize tax efficiency and risk management. With a focus on education and transparency, they empower clients to make informed decisions. Strategic Wealth’s holistic approach ensures alignment between financial goals and retirement aspirations.
🔹 Services: Retirement Planning, Employer Plan Consulting, Tax-Efficient Investing
📍 Address: 123 W Mills Ave STE 200, El Paso, TX 79912
📞 Phone: (915) 532-8885
🔗 Website: Strategic Wealth
📧 Contact: hgallardo@s-wealth.com
10. Houghton Financial Partners
Houghton Financial Partners (HFP Solutions) is a U.S.-based financial services firm specializing in retirement plan consulting and wealth management. With over 45 years of experience, HFP offers a comprehensive range of services, including investment analysis, retirement planning, and employee benefits consulting. Their approach emphasizes personalized strategies tailored to meet the unique needs of each client, ensuring optimal financial outcomes. The firm’s mission centers on acting in the best interest of clients, prioritizing honesty, integrity, and a commitment to doing the right thing. HFP’s seasoned team is dedicated to providing outstanding service and support, making them a trusted partner for individuals and organizations seeking expert financial guidance.
🔹 Services: Retirement Planning, Employee Benefits Consulting, Wealth Management
📍 Address: 210 N Campbell St, El Paso, TX 79901
📞 Phone: (915) 541-7055
🔗 Website: Houghton Financial Partners
📧 Contact: hfp@hfpsolutions.com
Choosing the right retirement planner is essential for securing your financial future. The firms listed above offer a range of services tailored to meet diverse retirement needs, from investment management to tax-efficient planning. Whether you’re just starting to save for retirement or are nearing retirement age, these El Paso-based advisors can provide the expertise and guidance you need. Take the time to explore their offerings, schedule consultations, and select a planner who aligns with your financial goals. With the right partner, you can enjoy a comfortable and worry-free retirement.
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