Meet Our Team
With years of experience and a dedication to helping our clients, you can be assured you’re getting the highest degree of service.
Dale McCarty – President
Dale McCarty’s primary emphasis is to help retirees achieve their retirement goals. He is a well-known financial planner in the Dallas/Fort Worth Metroplex with a specialization in retirement planning. In addition to helping retirees, Dale has also shared his in-depth knowledge and experience with other retirement specialists across the nation.
As a graduate of Iowa State University, Dale holds a Bachelor of Science degree with a major in Finance. Dale comes from a strong background in the insurance industry and has been a licensed insurance professional for over a decade. He also carries Series 7 (General Securities Representative), series 63 (Uniform Securities State Law), and series 65 (Uniform Investment Adviser Law) Securities Registrations.
Although Dale was born and raised in central Iowa, he has been proud to call Dallas his home for the past 22 years. As they say, he “got here as quick as he could”. With a family that has been in the Insurance and Financial Services industry for over 57 years, he has personally witnessed the menagerie of benefits that insurance products can provide for people, especially in their retirement years. Dale is dedicated to sharing his knowledge in helping each client design an action plan so they can retire with peace of mind! He is well aware of the truthfulness of the adage “Failing to plan is planning to fail”.
Jack Norris – Partner / Healthcare Specialist
If you have concerns about your healthcare options, especially in retirement Jack has over 30 years of advising people on their health care options. Choosing a suitable plan in retirement can be one of the most important decisions you make as it can be an irreversible decision. Let Jack help guide you in making the appropriate decision for you. http://www.ridgleaconsulting.com/
Brokers International Financial Services, LLC and Retirement Designers are not affiliated with Ridglea Consulting.
Partner / Tax Planning – Dykes, Reed, Boggs, & Flynn PC
When it comes to your tax planning needs DRBF has over 60 years of experience in the DFW area. As Retirement Designers sees tax planning as a key component to a fully comprehensive retirement plan, we sometimes rely on key partners such as DRBF to help us evaluate and complete the tax planning process.
“To love your job is truly one of life’s great pleasures… and for me being an analytical problem solver, helping people craft comprehensive retirement plans is definitely something I am grateful that I get to do on a daily basis!“
Dale McCarty