Retirement Planners of Texas

Jesse Dietz started Retirement Planners of Texas™ to help his clients throughout their lives, monitoring their plans, seeing them through times of volatility, and making sure they have enough money to last them through their retirement.

Jesse Dietz is a CERTIFIED FINANCIAL PLANNER (CFP®)

Operating as usual

financeinsights.net

FREE GUIDE: Act before Dec 31 to maximize potential tax savings!

Dec. 31 is coming and recent tax changes introduced new changes that you should be aware of. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to save money on your taxes.

financeinsights.net You'll probably pay more in taxes in the future (unless you take action before Dec 31).

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Week In Perspective: Tech stocks and small-caps end week as winners [18-Dec-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com.

thinkfinance.io Updated: 18-Dec-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week i...

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These may be the lowest tax rates you'll ever see [FREE GUIDE]

Texas taxpayers! The 2017 TCJA, 2019 SECURE Act, and 2020 CARES Act changed a lot of tax rules. Download this FREE guide to take control and help make sure you’re making the most of these opportunities to lower the taxes you pay.

financeinsights.net TIME-SENSITIVE: Act now to take full advantage of these potential tax savings.

Merry Christmas from all of us at Retirement Planners of Texas!

Merry Christmas!
Wishing you and your family lots of happiness this holiday season.

thinkfinance.io

Week In Perspective: Big week for IPOs, but not so much for the large-cap indices [11-Dec-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com.

thinkfinance.io Updated: 11-Dec-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week i...

financeinsights.net

TIME-SENSITIVE: Find out how the NEW TAX RULES could radically change your taxes.

Recent tax regulations could have a major impact on your taxes, especially some 2020 COVID provisions. Download this FREE guide to stay on top of the changes and help make sure you’re making the most of these opportunities to lower your taxes and keep more of your hard-earned money.

financeinsights.net Some opportunities could result in permanently lowering your taxes for life. Download it here.

We're feeling festive at the office! 🎄

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Week In Perspective: November bullish momentum carries into December [20-Dec-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 4-Dec-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week in...

financeinsights.net

Maximize potential tax savings by taking action before December 31.

Attention Texas taxpayers! The 2017 TCJA, 2019 SECURE Act, and 2020 CARES Act rule changes could have a major impact on your taxes. Download this FREE guide to take control amid uncertainty and help make sure you’re making the most of these opportunities to lower your taxes before 2020 ends.

financeinsights.net Take full advantage of the latest tax changes to possibly reduce your taxes

thinkfinance.io

2020 Is (Finally) Coming to a Close. Here Are 7 Financial Moves to Make 2021 Less Stressful

2020 has been a difficult year to say the least, but 2021 is rapidly approaching. Utilize these 7 financial moves to make the coming year less stressful.

thinkfinance.io 2020 has been quite the year, to say the least. With only one month left, everyone is ready to put the year behind us and try to start fresh. From the...

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Most CARES Act Benefits Are Ending on Dec. 31st. Are You Prepared?

After months of extensions, most of the benefits included in the CARES Act are expiring at the end of the year. Learn how this affects you and what you can do to move forward with financial certainty.

thinkfinance.io The CARES Act was passed on March 27, 2020 amidst the onset of COVID-19 in America. The package included over $2 trillion in economic relief for busin...

thinkfinance.io

Week In Perspective: Dow hits 30k and other milestones [27-Nov-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 27-Nov-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week in...

A Thanksgiving Message From Jesse and Danielle

Happy Thanksgiving!

What is your favorite Thanksgiving memory?

Pies make the holidays a whole lot sweeter! 🥧

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Week In Perspective: Another winning week for the small-caps [20-Nov-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 20-Nov-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week i...

We're ready for Thanksgiving here at the office!

How will you be celebrating?

thinkfinance.io

Understanding Your Risk Tolerance: 5 Easy Steps

Here are 5 things you can do to better determine your unique tolerance for risk when it comes to your investments.

thinkfinance.io This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the...

thinkfinance.io

Week In Perspective: Pfizer-BioNTech vaccine news spurs big gains in value/cyclical/small-cap stocks [13-Nov-2020]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 13-Nov-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week i...

Today we honor all the brave men and women who have served our nation and preserved our freedom.

Thank you for inspiring bravery in all of us! #VeteransDay 🇺🇸

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Week In Perspective: Huge losses in front of the U.S. presidential election next week [30-Oct-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 30-Oct-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week in...

financeinsights.net

Act fast! Re-evaluate Your Coverage By Dec 7th.

Medicare recipient or signing up for the first time? Today’s uncertainty means extra decisions. Read this simple 3-Step Guide to turn overwhelm into clarity. (It’s free!)

financeinsights.net Could you save thousands on unexpected medical bills?

financeinsights.net

Deadline Fast Approaching - Decide By Dec. 7th.

Medicare’s Open Enrollment deadline (Dec. 7) is approaching faster than you think. Take 5 minutes to read this FREE guide and to make sure your plan fits your needs in these uncertain times.

financeinsights.net Act now! Compare plans and potentially save money!

thinkfinance.io

Week In Perspective: A rally on Monday leads to four days of consolidation as earnings season begins [16-Oct-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 16-Oct-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Wee...

thinkfinance.io

The Social Security Administration Has Announced Cost of Living Adjustments & Tax Changes For 2021. Here's What You Need to Know

The Social Security Administration announced a 2021 Cost of Living Increase of 1.3% on Oct. 13, 2020. Whether you’re currently working or enjoying retirement, here’s how you may be affected.

thinkfinance.io On Tuesday, October 13, 2020, the Social Security Administration released important facts and figures for 2021 - including cost-of-living adjustments ...

financeinsights.net

Hurry! You Only Have Until Dec 7th.

Not sure you’ve got the best Medicare plan for today’s uncertain world? Open Enrollment (Oct. 15-Dec. 7) is your chance to make changes that could help save you money or update your benefits. Read this FREE guide. Steps are time sensitive, so it’s critical to take action now. Overwhelmed with details and need personal advice now? Call (832) 915-2700 to set up a complimentary 1-on-1 phone appointment.

financeinsights.net Could you save? You only have a short time to find out.

financeinsights.net

Medicare? Time-Sensitive Decisions by Dec. 7

Houston Medicare recipients (and anyone signing up soon) Open Enrollment (Oct. 15-Dec. 7) is your opportunity to make changes to your plans that could save you money. Download this free guide that breaks down the decisions you’ll need to make. Need advice now? I save a few appointments each week — grab one by calling (832) 915-2700.

financeinsights.net There's a short window where you could save money.

thinkfinance.io

Week In Perspective: Stocks rebound in politically-minded week [2-Oct-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 2-Oct-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. Week...

thinkfinance.io

Week In Perspective: S&P 500 extends losing streak to four weeks, but Nasdaq ends higher [25-Sept-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 25-Sept-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. We...

financeinsights.net

Retiring in Uncertain Times? FREE Guide

Don't put off protecting your retirement. Download this free guide now!

financeinsights.net "Don't" #1 is the biggest mistake many retirees make

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Coronavirus in Houston Texas, Avoid These 5 Retirement Mistakes

From neglecting your emergency fund to withdrawing too soon, there are fundamental mistakes that could cost retirees dearly in the future.

thinkfinance.io The COVID-19 pandemic hit hard in early 2020, and it continues to remain prevalent in the Houston area as we near the end of the year. Whether you’ve ...

financeinsights.net

Retiring in Uncertain Times? Read This

You'll only have one retirement. Do you want to make it great?

financeinsights.net The "dos" and "don'ts" to retiring amid uncertainty

thinkfinance.io

Week In Perspective: Another week of selling, particularly in the mega-caps [11-Sept-20]

Weekly perspective provided by Briefing.com. Briefing.com offers live market analysis on their web site www.Briefing.com

thinkfinance.io Updated: 11-Sept-20 A weekly recap of market activity and events, featuring commentary, analysis written with individual investors in mind. We...

thinkfinance.io

Coronavirus & Beyond: 5 Financial Benefits of Working From Home

COVID-19 has brought about an era of remote work. If you're debating keeping your work remote, these are 5 financial advantages you can expect.

thinkfinance.io With companies opting to conduct business remotely in light of COVID-19, it turns out that remote work has its advantages. More than half of employees...

thinkfinance.io

[Infographic] Working Remotely During the Covid-19 Pandemic? 7 Tips For Making Your Life Easier

If you're still working from home during the pandemic, we've rounded up 7 tips to help make your workday more productive.

thinkfinance.io This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the p...

thinkfinance.io

[Infographic] Confusion Amidst Covid-19: Understanding the Difference Between the Stock Market & the Economy

Your portfolio's on the rise, but the unemployment rate is sky high. Why are these financial benchmarks contradicting one another?

thinkfinance.io This content is developed from sources believed to be providing accurate information, and provided by Twenty Over Ten. It may not be used for the ...

Our Story

📷As a graduate of Texas A&M University, Jesse brings over 20 years of experience as a financial planner working with people who are nearing or in retirement. He has found that one of the greatest joys of his life has been helping individuals achieve and maintain financial security.

Along the way, Jesse completed financial planning classes at Rice University to achieve the Certified Financial Planner™ professional designation. He also holds the Texas Department of Insurance Group 1 Life & Health. In addition, Jesse holds Securities Licenses.

As a professional working in wealth management in Houston, his hometown, Jesse believes there is a sacred trust between the client and the financial planner. He intends to be there for his clients throughout their lives, monitoring their plans, seeing them through times of volatility, and making sure they have enough money to last them through their retirement.

Jesse and his wife Danielle are proud parents of their son Johnathan, a graduate of Rice University and their daughter Alexandra, a graduate of the University of Houston.

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Merry Christmas from all of us at Retirement Planners of Texas!
A Thanksgiving Message From Jesse and Danielle

Location

Telephone

Address


12600 N Featherwood Dr, Ste 120
Houston, TX
77034

Opening Hours

Monday 09:00 - 17:00
Tuesday 09:00 - 17:00
Wednesday 09:00 - 17:00
Thursday 09:00 - 17:00
Friday 09:00 - 17:00
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Financial provides industry leading financial products and services to Texas residents. We are committed to offering products with unparalleled value to members of the communities in which we operate.

RJ Capital Investment Advisors RJ Capital Investment Advisors
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RJ Capital's mission is to help you and your family define your vision of the future, achieve your goals and enjoy a life of security.

John A. Gutfranski, CFP, AIF, CRPC John A. Gutfranski, CFP, AIF, CRPC
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CERTIFIED FINANCIAL PLANNERTM

Ms.B Finance 101 Ms.B Finance 101
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Houston, 77008

Educating families on financial issues at the comfort of their home or at my office.

David Carbajal Juarez, CFP David Carbajal Juarez, CFP
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Cosecha Insurance Cosecha Insurance
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We have 2 Great Locations to get your Insurance Done. 7506 Richmond ave and 4506 Hwy 6 N

Street Settlements, LLC Street Settlements, LLC
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Structured Settlements Special Needs Trust Consulting Government Benefit Protection QSF Insurance Investments

Goosehead Insurance - Lauren Metcalf Goosehead Insurance - Lauren Metcalf
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I help families manage their household risks through comprehensive and affordable insurance solutions.

Wealth Development Strategies LLC Wealth Development Strategies LLC
4203 Montrose Blvd 5th Floor
Houston, 77006-5427

We are committed to providing analysis and solutions customized to your financial situation and delivering Excellence in service.

Kontemporary Realty Investment Services Group Kontemporary Realty Investment Services Group
2323 S Voss Rd, # 120
Houston, 77057

Obamacare Enrollment Center Obamacare Enrollment Center
2500 East TC Jester Suite 272
Houston, 77008

Helping families enroll in healthcare by walking them through the process and consulting them properly. Contact: 281.818.3216 for our local office!

Principal Financial Group Principal Financial Group
1900 West Loop S Ste 400
Houston, 77027

The Principal Financial Group is nationally known for investment management and a provider of 401k retirement plans, mutual funds, and insurance.

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