Texas Assured Financial Planning

Texas Assured Financial Planning
Contact Name
Douglas A. Berti, CFP(R), EA
Address
15711 Elk Park Ln.
Town/City
Houston
State
Texas
ZIP Code
77062
Phone
(281) 636-8075
Description

Doug Berti, Founder of TAFP

Hello. My name is Doug Berti, CFP(R), EA, the founder of Texas Assured Financial Planning. Financial planning is my second career. In my previous career, I often wondered, as did many of the people I worked with, how my retirement would work out financially. How much should I save? How should I invest, both while working and in retirement? How much could I spend once I retired? How could I manage my finances to reduce my income taxes? Becoming a CERTIFIED FINANCIAL PLANNER(R) and Enrolled Agent helped me answer those questions. I founded TAFP to help other people do the same.