Social Security & IRMAA Medicare Advisors in Texas

Texas residents planning for retirement can connect with 59 professionals who hold the National Social Security Advisor (NSSA®) or IRMAA Certified Planner (IRMAACP™) certification. These advisors specialize in Social Security claiming strategies, Medicare enrollment, and IRMAA surcharge planning for clients in Houston, Plano, Dallas, El Paso, San Antonio, and Tyler, and communities across Texas.

Whether you need help deciding when to claim Social Security benefits, coordinating spousal and survivor strategies, or managing Medicare premiums and income-related adjustments, the certified Texas advisors below can guide your retirement income planning. Browse the directory and connect directly with a professional near you.

59 Advisors in Texas

Allen Gibson

Certified Financial Planner, Gibson Wealth Advisors, LLC

Allen, TX

Allison Schaberg

President, Consolidated Planning Group

Sugar Land, TX

Andrew Morris

Advisor, Consolidated Planning Group

TX

Anthony Brown

Financial Advisor, Financial & Tax Architects, LLC

Plano, TX

Arturo Burgueno

Wealth Management & Legacy Planner, Everest Retirement Planners

San Antonio, TX

Austin Heitmann

Member Service Specialist, Federal Employee Service Association (FESA)

Houston, TX

Brandon Fox

Retirement Planner, National Horizons Group

The Woodlands, TX

Brett Ruddell

Investment Advisor Representative, Ruddell Financial Services

Fort Worth, TX

Brian Beavers

Retirement Income Specialist, Beavers Retirement Solutions

Plano, TX

Carlos Martinez

Assistant Chief People Officer, El Paso Central Appraisal District

El Paso, TX

Carter Brower

Advisor/Business Owner, Libertas Financial Partners

Rockwall, TX

Cassandra Sanchez

Financial Advisor, Financial and Tax Architects

Plano, TX

Charisse Hurst

Long-Term Care Planner, Echo Consulting

Houston, TX

Chris Liebum

Income Replacement Consultant, Income Insurance Agency

Katy, TX

Clint Dubose

Owner, Dubose Retirement Solutions

Houston, TX

Clint Muirhead

CFP, Cetera Investors

TX

Dave Reed

Financial Advisor, Gaddis Premier Wealth Advisors

Denison, TX

David Hyden

Retirement Tax Consultant, Retirement Tax Consultants

McKinney, TX

NSSA®IRMAACP™

David McEntire

Financial Advisor, Provision Retirement

Prosper, TX

Deborah Gossett

Life and Health Insurance Agent, L Hamilton Financial Group

TX

Don Golding

Independent Health Insurance Broker, Senior Health Services - SUgar Land

TX

Edward Clark

Insurance Agent, J & L Heritage Insurance and Financial Group, LLC

El Paso, TX

Elizabeth Whitteberry

Founder, Best Path Advisors

Colleyville, TX

Erin Coe

Financial Planner, Agile Retirement Management

Richmond, TX

NSSA®IRMAACP™

Greg Matthews

President and Certified Financial Planner®, Matthews Financial Services

Carrollton, TX

Humera Jumani

Agency Owner, Senada Inc

Dallas, TX

Ian Moreau

Regional Business Consultant, Manulife l John Hancock Investment Management

Austin Texas, TX

J Bentley

Director, Senior Financial Advisor, LGT Financial Advisors

Dallas, TX

Jaide Flynn

Retirement Planning Consultant, PFS Investments, Inc.

Arlington, TX

Jamie Carmack

Senior Financial Advisor, Corda Investment Management

Tyler, TX

Javier Jimenez

ACCOUNTANT - TAX PLANING - INSURANCE, LATINOS TAX SOLUTIONS

Cypress, TX

Jeffrey Schaberg

Planner, Advisor, Consolidated Planning Group

Sugar Land, TX

Jesus Sanchez

Insurance Agent, De la Fuente Insurance

Laredo, TX

Joey Martin

Investment Advisor, J Martin Financial Services

Rosharon, TX

Jonathan Nickel

Financial Advisor, Financial & Tax Architects

Plano, TX

Jorge Lara

Independent Insurance Agent, J Lara Insurance Agency

El Paso, TX

NSSA®IRMAACP™

Joseph Goh

Financial Advisor, Financial & Tax Architects

Plano, TX 75024, TX

Kris Keush

Owner - Financial Advisor, Integrity Investment Frim

Farmers Branch, TX

Laitalain Walker

Retirement Healthcare Strategist, Senior Health Stop

Dallas, TX

NSSA®IRMAACP™

Laura Sturm

Independent Broker / Agent, Senior Educational Advocates

Sealy, TX

NSSA®IRMAACP™

Lesley Pinckard

Financial Advisor, LP Insurance & Financial Services

Fort Worth, TX

Lin Edwards

Wealth Management Advisor | Managing Director, Monarch Wealth Management Inc.

Lakeway, TX

Mark Keffer

Financial Advisor, MK Financial Services, LLC

Gunter, TX

Marques Miles

Executive Director, Pathways Retirement Advisors

TX

Matt Hight

CFP (R) Professional, Stewardship Advisory Group

Mineral Wells, TX

Matt Maresch

Financial Planner, Ashbury Boutique Wealth Management

Wylie, TX

Michael Fuscardo

Financial Advisor, Financial & Tax Architects (FTA)

Plano, TX

Michael Schellinger

Founder, Synergy

Houston, TX

Michelle "Missy" Grushkin Soele

Partner, abip

San Antonio, TX

Missy Soele

CPA, Michelle Soele PLLC

Boerne, TX

Paul Ferraresi

Chairman, Founders Group

Houston, TX

Raegan Saylor

Partner, Assay Wealth Partners

Dallas, TX

Robert Young

Wealth Advisor, Old Glory Financial

The Woodlands, TX

Ryan Elder

Branch Manager, Cetera Investors

Houston, TX

Ryan Ransom

Financial Advisor, Oak Crest Advisors

Leander, TX

Shawn Hammond

Owner, Texas Financial Retirement Services, LLC

Conroe, TX

Steven Feeken

Investment Advisor Representative, Feeken Financial Services

Hurst, TX

Steven Shaw

Financial Advisor, S&S Insurance Group, Inc.

Waxahachie, TX

Will Goodson

Senior Financial Advisor, Financial Synergies Wealth Advisors

Tyler, TX

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