CHANGES. YOUR
INCOME SHOULDN'T.
Rhiannon Lynn
Rhiannon Lynn is not your typical financial advisor — she grew up in a military family and is a part of the original 300 (the Old Three Hundred), who settled Texas with Stephen F. Austin. With that deep connection to her roots, she emboldens her clients with Texan-tough confidence and treats their finances with dedication and care — just as she’d give to her family.
With over 20 years of experience in the financial industry, including 18 years owning and operating two successful independent insurance agencies, she is committed to transparency, consistency, and providing guidance that supports sound decision-making without unnecessary complexity.
Outside of the office, she enjoys spending time with her partner and best friend, Jon; their two Shih Tzus, Governor and Kaylee; and her three grown children and extended family. She loves being outside, discovering new music, cooking, and traveling whenever she can.
WHAT MAKES US DIFFERENT?
We’re different because we don’t just talk the talk, we walk the walk when it comes to providing strategies specifically designed for retirees and near-retirees seeking safety, flexibility, and reliable income they can’t outlive. And when we say strategies, that’s exactly what we mean.
While other firms continue to push outdated withdrawal plans that can put you at risk of depleting your principal when the markets go south, we help you build a mathematically sound strategy designed to meet your income needs without the need for annual withdrawals. This helps eliminate the risk of spend down, helps ensure your income is reliable regardless of market conditions, and allows you to continue growing your money more safely through strategic reinvestment.
HOW WE SERVE YOU.
RETIREMENT PLANNING
We’ll help you build a plan that lowers risk, creates steady income, and gives you the confidence to enjoy retirement without worry.
WEALTH MANAGEMENT
Our conservative, time-tested approach helps protect what you’ve worked hard for while still growing your wealth for the future.
INCOME-INVESTING
We focus on a more safer, income-generating investment that gives you reliable cash flow in retirement.
ESTATE AND LEGACY PLANNING
We’ll guide you in helping protect your assets and creating a plan to smoothly pass them on, so your loved ones benefit from your legacy.
SUBSCRIBE TO OUR NEWSLETTER
RETIREMENT PLANNING RESOURCES
PRACTICAL INSIGHTS FOR A MORE SECURE RETIREMENT.
Click to download our white papers to learn how to help protect your savings,
generate steady income for retirement, and plan with confidence for the years ahead.
Retirement Income Source® is FEATURED ON
