Stacey L. Tate, CFP® professional, is president and CEO of Tate Wealth Management. A well-known financial planner in the Dallas-Fort Worth area, she has been helping residents plan their retirement for more than 15 years.
We hold informational seminars and insurance sales presentations for our clients and the greater community that feature information on specific topics, such as retirement income strategies and wealth management.
Preparing for retirement should create excitement, not concern. Yet for many, that’s not necessarily the case. We are committed to earning your trust and thoroughly understanding your goals and dreams.