Financial Advisor in Plano, TX: Retirement Planning and Wealth Management
Retirement, Simplified.
An Independent Plano Financial Advisor Since 1994
JTL Wealth Partners has helped families, professionals, and business owners plan for retirement and manage their wealth since 1994. Our headquarters is right here in Plano where clients can meet with our team face to face. If you are looking for a financial advisor in Plano who will take the time to understand your whole financial picture, we would welcome the chance to meet you.
As an independent firm, we are not tied to proprietary products or sales quotas. Securities and advisory services are offered through LPL Financial, which gives our clients access to a broad range of investment strategies. Our team is led by Chris Mankoff, CFP®, and we act as fiduciaries when providing advice, which means your interests come first.
Retirement Planning in Plano
Retirement planning is the heart of what we do. Many of the people we meet in Plano have spent years building savings across several workplace plans, IRAs, stock plans, and a home that has grown in value. The question is no longer just "Have I saved enough?" It is "How do I turn what I have built into income that lasts?"
We build a retirement projection based on your actual numbers: savings, expected spending, Social Security, pensions, and other income. We then help you decide when to retire, when to claim Social Security, how to bridge health insurance until Medicare, and how to draw income from your accounts in a tax-aware order. Because Texas has no state income tax, much of the planning focuses on federal tax brackets, required minimum distributions, and Medicare premium surcharges. We review your plan regularly so it keeps pace with your life, the markets, and changing tax laws.
Wealth Management for Plano Families
Wealth tends to get more complicated as it grows. Our wealth management approach brings everything together into one coordinated plan: investment management aligned with your goals and time horizon, retirement income strategy, insurance planning to protect your family, and coordination with your CPA and estate-planning attorney. Our team follows a disciplined investment process, building diversified portfolios designed to support each client's financial plan rather than chase short-term headlines.
Planning for Corporate Professionals and Executives
Plano is home to many corporate headquarters and regional offices, and compensation for executives and senior professionals often goes well beyond a salary. We help you make sense of:
- Restricted stock units, stock options, and employee stock purchase plans.
- Nonqualified deferred compensation elections and distribution timing.
- Benefits choices during open enrollment.
- Severance or early-retirement offers.
- Consolidating old 401(k)s, including 401(k) rollover guidance when you change jobs or retire.
A Business Financial Advisor in Plano
Business owners face a specific set of decisions, and their personal and business finances are closely linked. As a business financial advisor in Plano, we help owners choose retirement plans for themselves and their employees, plan for succession or a future sale, manage cash flow and risk, and build wealth outside the business. We work alongside your CPA and attorney so tax-planning and estate-planning decisions fit together.
Meet Our Team
When you work with JTL Wealth Partners, you work with a small, experienced team: Chris Mankoff, CFP®; Jimmy Lee, who founded the firm in 1994; and Joseph Rosio, CPA. You will always know who to call and what we are working on for you.
Serving Plano and the Surrounding Communities
From our Plano headquarters, we work with clients throughout North Texas, including Frisco, Dallas, Southlake, Westlake, Trophy Club, Grapevine, Colleyville, Keller, and across Tarrant County. We also have a satellite office in Southlake for meeting with clients who live in the Southlake area.
Visit Our Plano Office
JTL Wealth Partners
5055 W Park Blvd, Suite 400
Plano, TX 75093
Phone: 855-949-4400
Hours: Monday–Friday, 8 AM–6 PM; Saturday by appointment
Every relationship begins with a complimentary, no-obligation discovery meeting. We will talk about your goals, what is working, what concerns you, and whether we are a good fit.
Frequently Asked Questions
Do I need to live in Plano to work with you?
No. We serve clients across North Texas and in a number of other states, and many clients meet with us by video or phone.
Book a Complimentary Discovery Meeting
Looking for a financial advisor in Plano you can count on? Book a complimentary discovery meeting.