Our Story

At Retire West Texas, our goal is to deliver solutions that empower you to live fully and retire with confidence. We make it our mission to simply the complexities of the financial world and provide the assurance that your financial future is secure.

Based in the heart of Odessa, we proudly serve clients throughout West Texas. Joe has been providing his clients' guidance and valuable financial solutions for over 40 years. 

Will you be able to retire at your current standard of living, adjusted for inflation, and have your money last your lifetime?  Having the answer to these four questions will help you understand where you are and what to do about it:

  1. What rate of return do you have to earn on your savings and investment dollars?
  2. How much do you need to save on a monthly or annual basis?
  3. How long will you have to work?
  4. How much will you have to reduce your standard of living?

Income taxes, market risk, and inflation are enemies of a successful retirement.  You don't have to do it on your own.  By working together I can help you minimize the taxes you send to the IRS, minimize or eliminate market risk, and retire in comfort and safety with an income that keeps pace with inflation.