Be Informed.

Choose the adviser who educates

Be Smart.

Execute the savings plan

Be Sure.

Enjoy the benefits
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Rock Solid Retirement is an independent wealth management firm based in
Montgomery, Texas. Rock Solid Retirement provides financial advisory services including financial, tax and legal planning. We also offer management and educational development to individuals, families and businesses. 30+ years in the industry makes Kym Harris a trusted resource for the personal, family and business needs of many people.​
 

Why Plan Now?

Planning for big goals like retirement can seem impossible sometimes
causing people to quit even before they start. Determining how much money you need to accumulate is daunting.


Instead, think about what you want to do in retirement much like you
would planning your next vacation. Let’s work together so you can enjoy your retirement. Be confident knowing that you will have the income you need to live the rest of your life.

Millions of dollars will pass through your hands in life …how much of it will you keep?
 

A household income of $80,000 per year produces staggering amounts:

  • for 20 years $1.6 million

  • for 30 years $2.4 million

  • for 40 years $3.2 million


WHAT DO YOU WANT YOUR MONEY TO DO FOR YOU
WHILE YOU ARE ALIVE?


WHAT DO YOU WANT YOUR MONEY TO DO FOR YOU
WHEN YOU PASS?

You are never too old or young to plan for the future!

3 PHASES OF LIFE AFTER 65 - What are your plans?

 

1. When you first retire, you are going to have good health and energy, to do many things; these are called go-go years.

 

Who do you want to spend your time with? Where do you want to go and relax?


2. After a few years when your energy wanes you may not want to travel as much, those are called the slow-go years. 

 

Do you want to be close to family or in the climate of your choice?


3. The third phase of our lives, the no-go years are when someone may need help with activities of daily living.  This could include simple things like shopping or household chores. 


Who do you want to help you and how will you pay for it?

Make Choices Now to Design How

You will Live in Retirement 

IMPORTANT QUESTIONS TO ASK YOURSELF:
 

  • What would you do if you are injured in an accident and your income stops?

  • How much annual income would you need if you could no longer work?

  • How much annual income would you like to provide for your spouse after you pass?

  • Do you need to pay for children’s college education or fund a retirement plan?

  • What would you do if a family member is injured or has a stroke, and you are the only one to care for them?

  • At what age do you want to retire?

  • How many years will you live after age 65?

  • Do you have a fear of running out of money as you age?

  • How will you pay for healthcare in retirement?

Make the commitment to make a plan, set goals and update it yearly. START TODAY!
Don’t let life events get in the way. 

Who will inherit your money, the IRS or the people you choose?

OUR FOCUS
  • PROTECTING YOUR STANDARD OF LIVING IN RETIREMENT

  • ENSURING YOUR RETIREMENT INCOME LASTS TO THE END OF LIFE

  • LEAVING A SUFFICIENT AMOUNT TO YOUR CHILDREN AND FAMILY

  • GROWING MONEY TAX-FREE

 
OUR PROCESS
  1. PRE-CONSULTATION ASSESSMENT - This is a short phone call to make sure we are a good fit for one another.​

  2. STRATEGY SESSION CALL - During this call replace fear with information on how to boost your family's destiny and find solutions for your concerns 

  3. PLAN OUTLINE MEETING - After researching the best options for your specific needs, we review with you recommended next steps.

  4. SIGNING MEETING - We put the approved strategy into play.

  5. FUNDING - This process may have various phases, or be on-going. Whichever meets you needs and goals best.

  6. ON-GOING RELATIONSHIP - We do periodic reviews of your goals and progress. Sometime goals and intentions can change in time. We want to make sure your financial strategy moves as your life changes.

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Kym Harris in the Community

MCABW - Montgomery County Association of Business Women a non-profit who raises scholarship money for graduating female seniors

>> Member since 2016

>>January 2020 Member of the Month

>> 2020 MCABW Woman of Distinction for Montgomery County Women’s Counsel of Organizations

 

Montgomery Area Chamber of Commerce

>>  2021 Task Force Planning for MACC University Committee

>> 2020 Chairman’s Award for Montgomery Area Chamber of Commerce

>> 2019 MACC University presented five workshops on Business related financial information and four COVID informational workshops:

---------- Tax Tips for Business Owners

---------- Don’t Let Your Business Cost You Everything

---------- Unique Challenges to Business Owners

---------- Family Business or Me 3 Real Life Examples  

---------- Marketing in Lockdown Recovery

 

CABnet – Conroe Area Business Networking Group

>> 2020-current Leadership Team

 

Walden Nine Hole Lady Golfers

>> Sponsor 2018-2020 and 2021 Special Golf Outing Sponsor

 

Ladies Association of Walden

>> Member since 2011

 >> 2019-2020 Woman of the Year

>>Friends In Deed Chairperson since 2012- providing meals and comfort to members in sickness or death, managing a team of over 70 volunteers

 

Walden Follies (Vaudeville type community production)

>> Participant since 2011

>> Board Member since 2017

>> President 2019 – current

Walden Community Church 

>> Member since 2011

>> Previously involved in Women’s Ministry, Choir, Children’s Ministry

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Testimonials

“Kym is an exceptional teacher. She really helped me understand the big picture and how to take away and make practical applications for today!”

 

Shannan Reid, Director of Montgomery Area Chamber

 
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