RJ's Get Organized

About Us

Planning Futures

Since 2000, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.

A Proven Approach

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend an investment strategy designed to meet your risk tolerance.

Why Us?

Our team is comprised of people with different kinds of finance experience, but we all have this in common--a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

Our Team

Manager

Jeff began his investment career in April, 1991 as a planner with AllReady Investments. He left AllReady in 1997 and started his sales career as an agent with Worker's Insurance Ltd. He’s been at RJ's Get Organized since 2003. He fishes with his son in his spare time.

Agent

Manager

Jennifer began her investment career in June, 2000 as a planner with ACME Investments. She left ACME in 2005 and became an agent with Worker's Group. She’s been at Goodman & Partners since 2010. She hikes in her spare time.

Broker

Manager

Broker

Pedro began his career in June, 2001 as a broker with Doe Investments. He left Doe in 2004 and started his sales career as an agent with Worker's Group. He’s been at Goodman & Partners since 2007. He rock climbs in his spare time.

Contact Us

It is never too early to get started on your investment plans. Tell us more about your goals, and we will get you started on a plan to achieve them.

RJ's Get Organized

8816 Elk Creek Lane, Fort Worth, Texas 76123, United States

(817) 349-1450 Cell - Office (817) 840-3445 Fax

Hours

Open today

09:30 am – 06:00 pm

Monday - Friday: 9:30am - 6pm

Saturday : 10:30am - 3:30pm

Sunday: By appointment