About My Practice
Gary L. Wright is the founder of Premier Life Planning and Premier Wealth Management, LLC, a Registered Investment Advisory Firm. He created the Premier Family of Companies out of his clients' needs to blend the traditional aspects of Estate and Financial Planning with the "real life issues" everyone experiences in retirement. Life Planning is a unique concept that includes a commitment to client needs outside traditional financial planning boundaries.
Gary became interested in federal employee benefits when he discovered many of his retiring clients had made irreversible decisions that negatively affected their retirement. This started him on a mission to find the most credible educational information to help future clients make the best use of their excellent retirement benefits. This search led him to find ProFeds, a federal contractor, who offers the most in-depth and accurate information for federal employees in a one day workshop. We are honored to have ProFeds teach our workshop in the Dallas Fort Worth area.
Federal employees need to not only understand how their TSP and federal pension will sustain them in retirement but also when is the most opportune time to retire, blending all of their other benefits together, including Social Security for a safe retirement. We can help FERS and CSRS employees make the right decisions and avoid costly mistakes.
Offering Advice Since
Areas of Specialty
Comprehensive financial planning
Investment planning and asset management
Long-term and elder care
Budgeting and cash management
Licenses, Certifications, Education, and Affiliations
Designations: RFC®, CLTC®
Insurance Licenses: Life, Annuity and Health
Security Licenses: Series 65
Investment Advisor Registration: Texas
Associations & Affiliations: International Association of Registered Financial Consultants, National Association of Insurance and Financial Advisors, Association of Health Insurance Underwriters
Charges to Clients for Services
Fee based on percentage of assets managed
Commissions on insurance products purchased
My Association with the Office or Firm