Discover how to lower your retirement tax bill. Serving Amarillo, Lubbock & beyond. Schedule your free analysis today.
At Retirement Securities Advisors, we believe retirement planning isn’t complete without a tax strategy. Many retirees unknowingly pay thousands more in taxes than necessary—simply because no one has helped them analyze their true tax picture.
With over 40 years of financial and insurance experience, Jay Graham has worked with families across Amarillo, Lubbock, the Texas Panhandle, and Oklahoma City to design tax-efficient retirement plans. His Retirement Tax-Bill Analysis is designed to:
Jay’s focus is always on stopping hidden wealth transfers and helping you retire with clarity, confidence, and more money in your pocket.
Uncover ways to reduce taxes on retirement withdrawals and Social Security.
Learn strategies to avoid costly surprises as tax laws change.
Ensure more of your wealth goes to your family—not the IRS.
Still have questions? Send us an email using the link below
Taxes don’t stop when you retire—they often become more complicated. Without a strategy, you could pay thousands more than necessary on Social Security, pensions, and retirement account withdrawals.
It’s a customized review of your current and future tax exposure. We analyze your income sources, investments, and potential tax liabilities to identify ways to minimize what you owe and maximize what you keep.
In many cases, yes. Some savings can be immediate (like reducing taxes on withdrawals), while others are long-term strategies that help you avoid overpaying year after year.
We love our customers, so feel free to visit during normal business hours.
4082 Business Park Dr, Amarillo, Texas 79110, United States
Open today | 09:00 am – 05:00 pm |
Retirement Security Advisors
4082 Business Park Dr, Amarillo, Texas 79110, United States
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