Mary Naumann
CFP®, RICP®, CLTC®, CKA®
State(s) Licensed: AR Insurance Lic. #1159765, NC, TX
318 Palo Pinto Street
Weatherford, TX 76086
State(s) Licensed: AR Insurance Lic. #1159765, NC, TX
Where are you on your financial path?
As a certified Financial Professional for the last 31 years, my practice has served the Weatherford, Fort Worth, Wichita Falls, Arlington, Abilene, and surrounding communities providing financial clarity and peace of mind in their financial journey.
I also serve people across the country remotely.
Starting out financially?
- The earlier you start saving for retirement, the more time your money has to grow.
- Whether that’s financial independence, retiring early—or financing a dream.
Nearing retirement?
- With the end of your working days in sight, it’s almost time to begin using the savings you’ve accumulated through the years.
- Optimizing Social Security and pension withdrawals. We’ll partner with you to evaluate risks and maximize outcomes as retirement draws near.
Living in retirement?
- Now it’s finally time to enjoy. If you prefer to spend more time relaxing than inside spreadsheets and financial projections—we’re here to help.
- I can help you develop a withdrawal strategy that works for your new retirement lifestyle. Together, we’ll check for tax efficiency and maximize outcomes.
Or Somewhere in Between? Not sure where to start?
Make an appointment for a consultation and let’s talk. Together, we can determine what is best for you. My team at Trinity Financial is here to support you.
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Location
Weatherford Office
- Phone:
- 682-412-0780
- Mobile:
- 817-565-5817