Boerne, TX Wealth Management Firm Retirement Planners

Intentional Legacy is the ideal choice for Boerne wealth management planning. With our team of highly-trained, educated, and experienced professionals, we are fully committed to helping you achieve your financial goals. Whether you need Boerne retirement planning services or personalized financial planning solutions, Intentional Legacy is the right choice for you. We serve our clients remotely via online and from our office in nearby New Braunfels, and we work in conjunction under the auspices of Intentional Living.

What truly sets Intentional Legacy apart is our dedication to providing a personalized approach to financial planning. We understand the importance of tailoring our services to meet your specific needs and preferences. This is why we invest significant time in the early stages of our client relationships, taking the opportunity to truly grasp your current circumstances, aspirations and objectives.

As a fee-only financial planning firm in Boerne, we prioritize exceptional customer service, ensuring you receive the utmost care and attention. Our Certified Financial Planner™ professional, Jim Crider, operates without the influence of traditional commission models, so he is able to maintain a transparent and trustworthy partnership with you.

While there are numerous financial planners offering a wide array of services, our professionals distinguish themselves by going above and beyond for our clients. We understand the significance of financial matters, which is why we take great pride in exceeding your expectations. Each member of our team has completed rigorous training and possesses extensive industry experience. In addition, they uphold a strong sense of fiduciary responsibility to every client, adhering to high ethical standards to ensure your ultimate satisfaction.

At Intentional Legacy, we believe our clients deserve nothing less than exceptional service and a comprehensive range of solutions to help grow their wealth and achieve their long-term objectives. We are here to guide you by providing the expertise and support you need to make well-informed financial decisions. By choosing us as your trusted Boerne wealth management firm, you can be confident that your best interests are at the forefront of our approach.

At our Boerne wealth management firm, we firmly believe that meticulous financial planning is crucial for achieving financial success. Whether you are currently saving for retirement or have already entered retirement, our team of qualified professionals possesses the expertise needed to tailor a customized Boerne retirement planning strategy just for you.

With our comprehensive retirement planning services, we can assist you in maximizing your retirement income while minimizing your tax exposure. We understand the complexities of proactive planning can be overwhelming, so we will guide you through the process and ensure that your future goals remain on track.

By choosing to collaborate with a Certified Financial Planner™ professional from our financial planning firm in Boerne, you can have the confidence knowing our approach to mapping out your retirement will be all-encompassing. We are dedicated to equipping you with the knowledge to fully leverage your social security options and provide you with the resources necessary to achieve your goals, engage in charitable giving, manage healthcare expenses and fulfill your retirement aspirations.

At Intentional Legacy, our advisors are committed to prioritizing you as the client in every facet of our professional relationship, consistently acting in your best interest. We understand that financial planning is not just about numbers, but rather it is about your dreams, aspirations, and the legacy you want to leave behind for your loved ones.

If you are ready to partner with a Boerne wealth management firm that upholds the highest standards and offers a personalized approach, we encourage you to contact Intentional Legacy at 830-266-9191 to schedule your complimentary consultation. Allow us to assist you in transforming your visions for the future into a reality. With Intentional Legacy, your financial goals are within reach, and your financial future is in capable hands.