When a person becomes a client of Pension Planners of West Texas, they aren’t just starting a retirement plan they are also getting a retirement partner. Since 1982, Pension Planners has assisted the public school employee, as well as people from all walks of life, in understanding their retirement and developing strategies to meet their goals.

Our objective at Pension Planners is to educate the educator on their retirement issues. Many of our agents are former educators and know first hand how these retirement issues affect you. We are available to meet with you at our office, your home, by phone, or by e-mail. A typical appointment covers the benefits of saving pre-tax, the accumulation phase, tax issues, loan availability, withdrawal implications, retirement options, and retirement plan distribution strategies.

Many of our competitor’s ideas of client service are nothing more than leaving their clients with an 800 number or a web-site and many times unanswered questions. The clients of Pension Planners know that the personal care and attention they get are second to none and that the service we provide to our clients does not end when they sign the application. All of our agents live in the El Paso area and are proud of our community and the service we give to our 5000+ clients.

Our office is located in the Bank of the West on El Paso’s east side at 8340 Gateway East, suite 200, El Paso, TX 79907. Clients and potential clients are welcome to drop by Monday through Friday between 9AM and 5PM, or by appointment.