Aggieland Retirement Services
Retirement….Simplified With Less Stress
Retirement is about so much more than your money. Our process helps you and your family meet or exceed what you personally want to experience throughout your retirement years.
At Aggieland Retirement we do three things with excellence:
Medicare
Social Security Optimization
Retirement Income
Our approach focuses on personalized retirement income and protection strategies to provide our clients with guaranteed lifetime income, asset protection, and income tax efficiencies. This helps them to live happy, fulfilled lives throughout their golden years no matter how many they're blest to live.
01
Start Smart
Get a Clear Understanding of Your Financial Life
First, we gain a thorough understanding of your current financial situation, goals, objectives, risk tolerance, and the key considerations that should be addressed in your retirement strategy.
Six Fundamental Financial Planning Considerations
Six key financial planning considerations can impact your financial goals now and in the future. The question is not if these will affect your finances, but to what degree. We evaluate your sentiment toward each consideration and quantify the potential effects on your assets over time. This allows us to build customized strategies to help you achieve your financial objectives for retirement.
Longevity
Outliving financial assets as the result of a longer life.
Inflation
Reduction in real purchasing power as the result of increasing cost of living.
Mortality
Loss of financial assets as the result of a partner’s or spouse’s death.
Liquidity
Limited access to assets to meet life’s unexpected financial needs.
Market
Unexpected reduction in the value of financial assets at the time of withdrawal.
Taxes
Decreasing income and assets and/or the impairment of legacy assets from increasing taxes.
02
Apply Discipline
A Retirement Strategy Designed for You
Next, we design a retirement strategy that actively works to help optimize your wealth and protect your finances, keeping your goals and objectives at the forefront of our planning process.
03
Communicate Progress
Our Commitment to You
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive
outreach, and accessibility to our team throughout our working relationship.
Request Your
Receive Our
Have a Question?
RR
Retirement Resources
Complimentary Educational Resources
Lastly and continually, we work to ensure transparency of your income plan by providing visibility, proactive outreach, and accessibility to our team throughout our working relationship.
Our Upcoming Events
Events in September–November 2025
September 23, 2025 (1 event)
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September 23, 2025Parc at Traditions 3095 Club Drive
Bryan, TX 77807October 1, 2025 (1 event)
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October 1, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 3, 2025 (1 event)
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October 3, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 6, 2025 (1 event)
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October 6, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 8, 2025 (1 event)
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October 8, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 10, 2025 (1 event)
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October 10, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 13, 2025 (1 event)
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October 13, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 15, 2025 (1 event)
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October 15, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 17, 2025 (1 event)
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October 17, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 20, 2025 (1 event)
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October 20, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 22, 2025 (1 event)
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October 22, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 24, 2025 (1 event)
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October 24, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 27, 2025 (1 event)
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October 27, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 29, 2025 (1 event)
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October 29, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tOctober 31, 2025 (1 event)
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October 31, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 3, 2025 (1 event)
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November 3, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 5, 2025 (1 event)
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November 5, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 7, 2025 (1 event)
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November 7, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 10, 2025 (1 event)
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November 10, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 12, 2025 (1 event)
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November 12, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 14, 2025 (1 event)
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November 14, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 17, 2025 (1 event)
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November 17, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 19, 2025 (1 event)
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November 19, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 21, 2025 (1 event)
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November 21, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 24, 2025 (1 event)
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November 24, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 26, 2025 (1 event)
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November 26, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5tNovember 28, 2025 (1 event)
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November 28, 2025Kroger 3535 Longmire Dr College Station TX 77845
9:00 AM - 2:00 PM
Will be available Monday, Wednesday, and Friday
October 1s t through December 5t
Our Downloads
Navigating Medicare and Medigap Insurance
One of your largest retirement expenses could be your healthcare costs. An average 65-year-old couple retiring today will need an estimated $315,000 to cover their healthcare costs, according to one study. Unfortunately, the Medicare system can be quite complex. This leads too many retirees to overspend on healthcare expenses and receive suboptimal coverage over the span of their retirement. Don't pay more than you should for the health services and coverage you deserve! Read this guide to learn about:
Financial Calculators
PLEASE NOTE: The information being provided is strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided via these calculators. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, information and programs made available through the use of these calculators.
