Estes Financial Services, Inc

Estes Financial Services, Inc Registered Investment Advisor firm that provides detailed and comprehensive financial planning, inve

Registered Investment Advisor firm that provides detailed and comprehensive financial planning, investment management and coaching to individuals.

As you approach retirement, it's crucial to be aware of common pitfalls that can affect your financial security. Learn h...
10/28/2025

As you approach retirement, it's crucial to be aware of common pitfalls that can affect your financial security. Learn how to address these potential issues effectively. Explore more today.

How unexpected costs reduce retirees' savings.

10/25/2025

Here's what savvy investors took away from Q3

Discover the often-overlooked aspects of retirement budgets. Learn how your nest egg can diminish over time and explore ...
10/21/2025

Discover the often-overlooked aspects of retirement budgets. Learn how your nest egg can diminish over time and explore strategies to safeguard it. Check out our latest newsletter for more insights.

How nest eggs shrink and how to protect yours.

Discover valuable insights into frequent retirement spending errors. Learn to recognize the common pitfalls that are oft...
10/14/2025

Discover valuable insights into frequent retirement spending errors. Learn to recognize the common pitfalls that are often overlooked, ensuring a more secure financial future.

What most people miss about retirement expenses.

Rethinking Retirement: Why True Wealth Is More Than Money
10/14/2025

Rethinking Retirement: Why True Wealth Is More Than Money

Rethinking Retirement: Why True Wealth Is More Than MoneyYou’ve mapped out your dream retirement. Maybe it’s a cozy beach town, golf twice a week, time with family, or finally starting that side project.But here’s the truth most planning overlooks: even with a solid financial plan, your ideal ...

Estes Day at the State Fair of Texas. We have the most creative clients and President!
10/12/2025

Estes Day at the State Fair of Texas. We have the most creative clients and President!

Explore five strategic financial steps to enhance your retirement income. Discover intelligent ways to extend the longev...
10/07/2025

Explore five strategic financial steps to enhance your retirement income. Discover intelligent ways to extend the longevity of your savings. Dive into our comprehensive research today.

Smart ways to make your savings go further.

Recent Fed Rate Cut
09/30/2025

Recent Fed Rate Cut

First rate cut of the year. Here's what to know.

Despite positive market indicators, a sense of apprehension remains. The statistics suggest maintaining the current stra...
09/23/2025

Despite positive market indicators, a sense of apprehension remains. The statistics suggest maintaining the current strategy, yet an instinctive feeling advises caution. Let us explore this disconnect further.

Sitting still might feel smart, but history shows that hesitation can have hidden costs.

The market is experiencing significant growth, yet you find yourself hesitant to invest. This hesitation is likely due t...
09/16/2025

The market is experiencing significant growth, yet you find yourself hesitant to invest. This hesitation is likely due to your brain's risk assessment processes. Continue reading to gain a deeper understanding of this phenomenon.

One bad experience can distort how we see every future high. Learn why that matters.

Overlooked Retirement Expenses (And How to Plan for Them)
09/11/2025

Overlooked Retirement Expenses (And How to Plan for Them)

A comfortable retirement doesn’t come with a fixed price tag.Expenses can change over time, and some of the most important ones are easy to overlook.That’s one reason about 45% of retirees could run out of money in retirement.1The good news? That outcome isn’t inevitable. The key is recognizin...

Despite market highs, confidence frequently dips. While it feels like a gamble, historical data suggests otherwise. Inve...
09/09/2025

Despite market highs, confidence frequently dips. While it feels like a gamble, historical data suggests otherwise. Investigate the underlying psychological factors.High market, low confidence. Let's examine the disconnect.

Just because a stock is higher than before doesn't mean it's overpriced.

Address

2501 Parkview Drive, Suite 228
Fort Worth, TX
76102

Opening Hours

Monday 8am - 4:30pm
Tuesday 8am - 4:30pm
Wednesday 8am - 4:30pm
Thursday 8am - 4:30pm
Friday 8am - 12pm

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