Frequently Asked Questions
WHAT SERVICES DOES DILLARD FINANCIAL SOLUTIONS PROVIDE?
We offer retirement planning solutions, including personalized retirement analysis, educational workshops, and comprehensive guides tailored to your financial goals.
HOW DOES DILLARD FINANCIAL SOLUTIONS DIFFER FROM OTHER RETIREMENT COMPANIES?
We focus on education and personalized strategies, empowering clients to make informed decisions for a secure and fulfilling retirement.
HOW DO YOU MEET WITH CLIENTS ALL OVER THE UNITED STATES?
We meet virtually or in - person at your convenience.
WHAT TOPICS ARE COVERED IN YOUR WORKSHOPS?
Our workshops address retirement planning basics, maximizing federal benefits, Social Security strategies, and how to navigate life transitions.
ARE YOUR WORKSHOPS FREE TO ATTEND?
Yes, our workshops are complimentary and designed to provide valuable information to help you plan for retirement.
HOW DO I SET A WORKSHOP UP FOR MY GROUP?
You can schedule a workshop by contacting our office.
HOW CAN I REGISTER FOR A WORKSHOP?
You can register for a workshop by contacting our office directly.
WHAT IS A PERSONALIZED RETIREMENT ANALYSIS?
It’s a detailed review of your financial situation, future goals, and retirement needs, helping you build a clear path to retirement success.
HOW DO I GET A RETIREMENT ANALYSIS?
Simply fill out the form on our website or call us to schedule a consultation with one of our retirement experts.
WHAT INFORMATION DO I NEED TO PROVIDE FOR A RETIREMENT ANALYSIS?
We may need details about your income, expenses, savings, and any federal or postal benefits you’re eligible for. Our team will guide you through the process step by step.
WHAT TYPES OF EDUCATIONAL LITERATURE DOES DILLARD FINANCIAL SOLUTIONS PROVIDE?
We provide comprehensive guides covering topics like retirement basics, annuities, Social Security optimization, and federal benefits.
HOW CAN I ACCESS YOUR EDUCATIONAL GUIDES?
Visit our guides page here and once you decide which guides you would like, please contact us to request your guides and they will either be mailed or emailed to you.
ARE YOUR GUIDES EASY TO UNDERSTAND?
Yes, our guides are written in clear, simple language and include examples to make complex topics easy to understand.
CAN YOU HELP ME MAXIMIZE MY FEDERAL OR POSTAL BENEFITS?
Absolutely. We specialize in helping federal and postal employees understand and maximize their retirement benefits, including pensions, TSP, and Social Security.
WHAT IF I HAVE SPECIFIC QUESTIONS ABOUT MY FEDERAL BENEFITS?
Our team is experienced in navigating the intricacies of federal benefit programs and can provide answers tailored to your unique situation.