Boerne, TX Financial Advisors Investment Planning

Intentional Legacy is a team of dedicated Boerne financial advisors committed to delivering world-class financial planning services and exceptional customer service to its clients. Our investment planning experts are ready to partner with you to create a personalized investment plan that aligns perfectly with your specific objectives and needs.

Navigating the world of personal investment decisions can be challenging and overwhelming, especially if you have attempted it on your own. To achieve your investment planning and wealth accumulation goals on time, avoiding common mistakes is crucial. Having a trusted financial advisor on your team, with deep experience and access to a wide range of resources, can provide you with the edge you need to reach your goals.

Maintaining our status as an independent advisory firm from the beginning allows us to offer you the widest range of investment planning options. This means we can truly customize a financial plan based on your specific needs, rather than limiting recommendations to a single family of funds. Our team of professionals at Intentional Legacy can assist you with various financial aspects, including tax planning, life insurance reviews, retirement investments, college savings and annuities. You can trust knowing your financial well-being is our top priority, guided by our fiduciary responsibility to always prioritize our clients' interests.

Working with our team helps you avoid costly mistakes that might occur if you were investing on your own. Additionally, we stay updated on all changing tax laws and regulatory issues, enabling us to make informed decisions when assessing your portfolio. By personalizing your investment planning process according to your personal objectives and life stage, you can invest with confidence and focus on what truly matters to you in life.

The entire team at Intentional Legacy acknowledges that each individual has a specific personal investment profile. We begin by understanding your personal goals, objectives, risk tolerances, and any significant life events that are on the horizon for you. This thorough understanding allows us to make specific recommendations tailored to your needs, leveraging our years of experience and training to help you achieve your shared goals.

Your personal team from Intentional Legacy will present you with a customized Boerne investment planning strategy for your review and feedback. We value your input and will make any necessary adjustments or changes based on your feedback before executing the plan. Our wide range of investment tools enables us to put your plan to work in the market efficiently and effectively.

You can start investing with complete confidence today by partnering with Intentional Legacy to create an investment plan that meets your needs for years to come. Our team of Boerne financial advisors is ready to serve you. Call us today at 830-266-9191 to schedule your complimentary consultation! We offer a free portfolio review and analysis to kickstart the process of creating a secure financial future for you and your loved ones.