Let's Talk Retirement Income

Schedule your free
income review.

20 minutes. No products pitched. No commitment. A focused look at where you stand and what your options are.

The first conversation
is always free.

A 20-minute retirement income review costs nothing and commits you to nothing. It's a focused look at your current picture — income sources, assets, timeline, biggest risks — with an honest assessment of where you stand.

Phone
888-553-6428
Email
tod@temperedwealth.com
Address
4760 Preston Rd
Suite 244-271
Frisco, TX 75034
Hours
Monday – Friday
9:00 AM – 5:00 PM CT
Licensed
30+ States Nationwide
NPN: 7569078

What happens in the first call

You tell us about your situation — assets, timeline, current income sources
We identify the biggest gaps and risks in your current picture
We share an honest assessment — including if we're not the right fit
If there's a match, we schedule a full discovery session at no charge
No products. No pitch. Just clarity.
Schedule Your Free Review

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Free First Consultation
20 Min Income Review Call
Independent No Carrier Affiliation
30+ States Licensed

Tempered Wealth Management is an independent financial services practice. Insurance products and services are offered through Tod Long, NPN 7569078, licensed in 30+ states. This website is for informational purposes only and does not constitute investment, tax, or legal advice. Calculators are illustrative tools only — results are estimates and not guarantees. Past performance is not indicative of future results.