{"id":122,"date":"2025-09-06T16:17:50","date_gmt":"2025-09-06T16:17:50","guid":{"rendered":"https:\/\/powellfinancials.com\/?page_id=122"},"modified":"2026-01-16T14:26:08","modified_gmt":"2026-01-16T14:26:08","slug":"services","status":"publish","type":"page","link":"https:\/\/powellfinancials.com\/es\/services\/","title":{"rendered":"Services"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Header&#8221; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae&#8221; background_image=&#8221;https:\/\/powellfinancials.com\/wp-content\/uploads\/2025\/09\/financial-planning-34.png&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;bottom_center&#8221; locked=&#8221;off&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{%22gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae%22:%91%22background_color%22%93}&#8221;][et_pb_row _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/powellfinancials.com\/wp-content\/uploads\/2025\/09\/financial-planning-14.png&#8221; title_text=&#8221;financial-planning-14&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-100%|0px&#8221; transform_translate_linked=&#8221;off&#8221; positioning=&#8221;absolute&#8221; width=&#8221;10%&#8221; max_width=&#8221;120px&#8221; max_height=&#8221;120px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;125ce5f9-3dd1-4ac2-942c-c752ff6aaeee&#8221; header_text_color=&#8221;#FFFFFF&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h1>Retirement Planning<\/h1>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;f452d23c-0540-4dd8-be43-f26bdc31941f&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; max_width=&#8221;900px&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2><span>Comprehensive Retirement Planning Strategies for a Secure Future<\/span><\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae&#8221; global_colors_info=&#8221;{%22gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae%22:%91%22background_color%22%93}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/powellfinancials.com\/wp-content\/uploads\/2025\/09\/financial-planning-35.png&#8221; title_text=&#8221;financial-planning-35&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; border_radii=&#8221;on|20px|20px|20px|20px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;150px||||false|false&#8221; custom_padding_tablet=&#8221;0px||||false|false&#8221; custom_padding_phone=&#8221;0px||||false|false&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;f452d23c-0540-4dd8-be43-f26bdc31941f&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Plan Ahead. It&#8217;s Never Too Soon.<\/h2>\n<p>[\/et_pb_text][et_pb_button button_url=&#8221;\/contact&#8221; button_text=&#8221;Get Started&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;615a33ba-5fb0-48ae-b93b-ae645c27499d&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_button][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;Feature&#8221; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae&#8221; locked=&#8221;off&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{%22gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae%22:%91%22background_color%22%93}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; custom_padding=&#8221;100px||||false|false&#8221; custom_padding_tablet=&#8221;0px||||false|false&#8221; custom_padding_phone=&#8221;0vw||||false|false&#8221; custom_padding_last_edited=&#8221;on|desktop&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;f452d23c-0540-4dd8-be43-f26bdc31941f&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; custom_margin=&#8221;||10px||false|false&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>There Multiple Ways to Save for Your Future<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;64666462-6349-4b3f-8f67-c6f942eed208&#8243; text_text_color=&#8221;rgba(255,255,255,0.7)&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;]Understand the factors that contribute to your credit score with our in-depth analysis. Our experts break down the elements affecting your score and provide personalized strategies to help you improve it over time.[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/powellfinancials.com\/wp-content\/uploads\/2025\/09\/financial-planning-13.png&#8221; title_text=&#8221;financial-planning-13&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae&#8221; global_colors_info=&#8221;{%22gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae%22:%91%22background_color%22%93}&#8221;][et_pb_row _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;4_4&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/powellfinancials.com\/wp-content\/uploads\/2025\/09\/financial-planning-8.png&#8221; title_text=&#8221;financial-planning-8&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; transform_translate=&#8221;-50%|-50%&#8221; transform_translate_linked=&#8221;off&#8221; positioning=&#8221;absolute&#8221; width=&#8221;10%&#8221; max_width=&#8221;120px&#8221; max_height=&#8221;120px&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;f452d23c-0540-4dd8-be43-f26bdc31941f&#8221; header_2_text_color=&#8221;#FFFFFF&#8221; text_orientation=&#8221;center&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Frequently Asked Questions<\/h2>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][et_pb_row column_structure=&#8221;1_2,1_2&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;When should I start planning for retirement? &#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x75;||divi||400&#8243; _builder_version=&#8221;4.27.5&#8243; _module_preset=&#8221;4ad534ce-01f3-4efc-8545-87a7ddb61d76&#8243; border_color_all_image=&#8221;gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22icon_color%22,%22border_color_all_image%22%93}&#8221;]<\/p>\n<p>It is important to start saving for retirement immediately. The longer you wait only prolongs more time before you are able to retire or causing a higher contribution. We would look at where you are at and where you need to be to determine the right amount.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;What are the different retirement savings options available?&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x75;||divi||400&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;4ad534ce-01f3-4efc-8545-87a7ddb61d76&#8243; border_color_all_image=&#8221;gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22icon_color%22,%22border_color_all_image%22%93}&#8221;]<\/p>\n<p><span>There are many different options available for each individual. We don&#8217;t believe in one perfect be all answer. We encourage diversification to ensure the best option for you. If what we have to offer is not the best fit for you, we will let you know.<\/span><\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;What investment strategies should I consider for retirement planning?&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x75;||divi||400&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;4ad534ce-01f3-4efc-8545-87a7ddb61d76&#8243; border_color_all_image=&#8221;gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22icon_color%22,%22border_color_all_image%22%93}&#8221;]<\/p>\n<p><span>We help you diversify into all strategies. There are many to choose from and each has there place in your planning. Whether it is a Tax-Free indexed account to tax deferred we help you examine those strategies.<\/span><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_blurb title=&#8221;How much money do I need to retire comfortably?&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x75;||divi||400&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;4ad534ce-01f3-4efc-8545-87a7ddb61d76&#8243; border_color_all_image=&#8221;gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22icon_color%22,%22border_color_all_image%22%93}&#8221;]<\/p>\n<p>Many factors determine this. That is why we work with each individual to find the most reasonable amount. We work closely with everyone and continually review the plans to ensure you are on schedule to retire comfortably.<\/p>\n<p>[\/et_pb_blurb][et_pb_blurb title=&#8221;How can I maximize my Social Security benefits?&#8221; use_icon=&#8221;on&#8221; font_icon=&#8221;&#x75;||divi||400&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;4ad534ce-01f3-4efc-8545-87a7ddb61d76&#8243; border_color_all_image=&#8221;gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22icon_color%22,%22border_color_all_image%22%93}&#8221;]<\/p>\n<p><span>The top way to maximize your Social Security benefits is to prolong that date if possible. We help you find alternative options so that you don&#8217;t outlive your benefits.<\/span><\/p>\n<p>[\/et_pb_blurb][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae&#8221; background_image=&#8221;https:\/\/powellfinancials.com\/wp-content\/uploads\/2025\/09\/financial-planning-33.png&#8221; background_size=&#8221;initial&#8221; background_position=&#8221;bottom_center&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae%22:%91%22background_color%22%93}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; custom_padding_last_edited=&#8221;on|desktop&#8221; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; background_color=&#8221;gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681&#8243; max_width=&#8221;1280px&#8221; overflow-x=&#8221;visible&#8221; overflow-y=&#8221;visible&#8221; custom_padding=&#8221;60px|100px|60px|100px|true|true&#8221; custom_padding_tablet=&#8221;30px|30px|30px|30px|true|true&#8221; custom_padding_phone=&#8221;20px|20px|20px|20px|true|true&#8221; border_radii=&#8221;on|30px|30px|30px|30px&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22background_color%22,%22background_color%22%93}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22background_color%22%93}&#8221;][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;f452d23c-0540-4dd8-be43-f26bdc31941f&#8221; header_2_text_color=&#8221;#000000&#8243; custom_margin=&#8221;||10px||false|false&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<h2>Subscribe for news &amp; updates<\/h2>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;64666462-6349-4b3f-8f67-c6f942eed208&#8243; text_text_color=&#8221;gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae&#8221; global_colors_info=&#8221;{%22gcid-b0afb9e7-00cb-4a3b-9bdf-e3137e7083ae%22:%91%22text_text_color%22%93}&#8221;]From retirement planning, investment strategies, tax optimization, to estate planning, we offer bespoke solutions tailored to your unique circumstances.[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_signup mailchimp_list=&#8221;stephen@powellfinancialscom|db0bf57c20&#8243; first_name_field=&#8221;off&#8221; last_name_field=&#8221;off&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;6a7ac7db-70e5-40f6-867b-bb10e181654d&#8221; form_field_text_color=&#8221;#000000&#8243; button_text_color=&#8221;#d3eb42&#8243; button_bg_color=&#8221;#000000&#8243; border_color_all_fields=&#8221;#000000&#8243; 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_builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; locked=&#8221;off&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_image src=&#8221;https:\/\/powellfinancials.com\/wp-content\/uploads\/2025\/09\/image__3_-removebg-preview.png&#8221; title_text=&#8221;image__3_-removebg-preview&#8221; _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_image][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;3d9d3f1b-ad0f-451d-a4e2-8beb3b493e0f&#8221; header_5_text_color=&#8221;gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681&#8243; custom_margin=&#8221;||0px||false|false&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22header_5_text_color%22%93}&#8221;]<\/p>\n<h5>Powell Financials<\/h5>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;08188d91-9fdf-4551-9a1a-6f6e9fac906e&#8221; text_text_color=&#8221;rgba(255,255,255,0.7)&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p>Choosing a Financial Professional is as important as choosing a doctor or lawyer; it&#8217;s a very personal relationship.\u00a0<\/p>\n<p>[\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_4&#8243; _builder_version=&#8221;4.21.0&#8243; _module_preset=&#8221;default&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_text _builder_version=&#8221;4.22.0&#8243; _module_preset=&#8221;3d9d3f1b-ad0f-451d-a4e2-8beb3b493e0f&#8221; header_5_text_color=&#8221;gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681&#8243; locked=&#8221;off&#8221; global_colors_info=&#8221;{%22gcid-aca0a2e8-0de7-4ce9-88ea-510d38e23681%22:%91%22header_5_text_color%22%93}&#8221;]<\/p>\n<h5>Events<\/h5>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.27.4&#8243; _module_preset=&#8221;08188d91-9fdf-4551-9a1a-6f6e9fac906e&#8221; text_text_color=&#8221;rgba(255,255,255,0.7)&#8221; 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