Richard Treta- Financial Advisor

Richard Treta- Financial Advisor Providing clients with quality financial advice for over 35 Years

07/04/2026

Wishing everyone a safe and happy Independence Day! We hope your 4th of July weekend is filled with fireworks, fun, and good company with your loved ones. 🎇

The is the longest day of the year — and roughly the halfway mark — which makes it a natural checkpoint for your finan...
06/25/2026

The is the longest day of the year — and roughly the halfway mark — which makes it a natural checkpoint for your finances. Here are a few simple items to review to make sure you’re still on track.

Which one are you starting with? Tell us in the comments. 👇

06/21/2026

Today we celebrate the lessons, guidance, and support that lasts a lifetime. to the father figures who lead by example and confidently help us build our futures. 💙

06/19/2026

Today we honor Juneteenth, a symbol of resilience and progress for our nation. Our offices are closed in recognition of this significant moment in history.

05/25/2026

On , we remember and honor those who made the ultimate sacrifice for our freedom. We thank them for their invaluable service.

05/10/2026

Mothers give their time, love, and wisdom to shape our future. Happy Mother’s Day to the women who were there for us every step of the way. 💛

01/19/2026

Today we honor Dr. Martin Luther King Jr. and reflect on his call for justice, equality, and compassion. His words and actions continue to challenge us to listen, learn, and work toward a more just and united society.

01/01/2026

Happy New Year from PlanMember! As we begin 2026, we encourage you to take the next step toward your financial goals with confidence and clarity. Cheers to the new year ahead, filled with purpose, abundance, and opportunities for growth.

12/23/2025

As the year comes to a close, we're gratefully reflecting on the people and communities that made it special. From all of us at PlanMember, we wish you and your loved one's happy holidays filled with joy and meaningful moments.

11/27/2025

Thanksgiving is a time to reflect on the people and moments that bring meaning to our lives. We wish you a Thanksgiving Day filled with gratitude, surrounded by the people and simple joys that make your life special.

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4200 S. Hulen Street Ste #533
Fort Worth, TX
76109

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