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Charles Rognon and Debbie Deitering are financial planners and investment advisors at Lariat Financial Services in College Station Tx. Charles Rognon and Debbie Deitering specialize in wealth management, retirement planning, and investing.

http://www.lariatfinancialservices.com/

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CONTACTS AT LARIATFINANCIALSERVICES.COM

charles rognon

4205 sn●●●●●●●r drive

colle●●●●●ation , Texas, 77845

United States

979●●●406
la●●●●●●●●●●●●●@ims-securities.com

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charles rognon

4205 sn●●●●●●●r drive

colle●●●●●ation , Texas, 77845

United States

979●●●406
la●●●●●●●●●●●●●@ims-securities.com

View this contact

charles rognon

4205 sn●●●●●●●r drive

colle●●●●●ation , Texas, 77845

United States

979●●●406
la●●●●●●●●●●●●●@ims-securities.com

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Welcome to nginx! | lariatfinancialservices.com Reviews

https://lariatfinancialservices.com

Charles Rognon and Debbie Deitering are financial planners and investment advisors at Lariat Financial Services in College Station Tx. Charles Rognon and Debbie Deitering specialize in wealth management, retirement planning, and investing.

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lariatfinancialservices.com lariatfinancialservices.com
1

Your Wealth Advisors | Lariat Financial Services | College Station, Texas

http://www.lariatfinancialservices.com/your-wealth-advisors

Charles Rognon and Debbie Deitering. Lariat Financial Services was formed in July of 1993 by Charles Rognon and Deborah Deitering with the purpose of becoming an elite wealth management firm. Deborah is registered as a Certified Financial Planner by the IBCFP. She has held FINRA licensing and Group I Life Insurance / Annuity License in the state of Texas for over 30 years. She developed professional expertise in annuities and insurance products while working for fourteen years at the Variable Ann...Their...

2

Retirement Education Library | Lariat Financial Services | College Station, Texas

http://www.lariatfinancialservices.com/library

As a senior, you are entitled to Social Security, but did you know electing for benefits at the wrong time could cost you upwards of $50,000? Inside, find tips on how to get the most out of the monies you've earned throughout your lifetime. Does your retirement portfolio account for yearly inflation? What about higher taxes? Have you considered how much of your savings you want left over for your beneficiaries? 5 Things to Prepare For In Retirement. Lariat Financial Services LP. IMS, and IMSFA do not mak...

3

Social Security Timing | Lariat Financial Services | College Station, Texas

http://www.lariatfinancialservices.com/social-security-timing

The difference between the best and worst possible decision of when to elect Social Security can be well over $100,000! Case Study: A 62 year-old couple with one above average earner (PIA $1,800) and a lesser earning spouse (PIA $1,000), who both live to average life expoectancy could lose over $60,000 in family benefits by making the worst possible decision for when to take Social Security. If they both elect at age 62, they could be losing over $50,000. Simply choosing the highest expected lifetime ben...

4

Tax Planning | Lariat Financial Services | College Station, Texas

http://www.lariatfinancialservices.com/tax-planning

Marrying Tax and Investment Planning. Few things can have as significant an impact on your ability to retire well as taxes. Far too often, investment managers and tax advisors do not work hand in hand, creating unintended tax consequences and larger than needed tax liabilities. Proactive tax planning may be able to minimize your retirement tax liability by considering the following aspects of your financial life:. Taxability of Social Security Benefits. Net Unrealized Appreciation (NUA). A Registered Inv...

5

Insurance Services | Lariat Financial Services | College Station, Texas

http://www.lariatfinancialservices.com/insurance-services

Lariat Financial Insurance Service. A Unique Insurance Experience. Far too often, clients are sold insurance; they don’t make an educated decision to purchase insurance that has a defined place in their comprehensive financial plan. We have extensive training in the complexities of risk management and legacy planning. All. Managing Your Risk in Retirement. As part of your risk management assessment, we will review your risk exposure and current levels of insurance in the following areas:. A Registered In...

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