Fredericksburg, TX Certified Financial Planner Retirement Planning Firm

If you are residing in or around Fredericksburg and find yourself searching for a trusted and experienced CERTIFIED FINANCIAL PLANNER™ professional, your search ends with Intentional Legacy. Our firm, dedicated to providing top-notch financial planning services, operates from the heart of New Braunfels, Texas, serving the local community within Intentional Living. We take pride in offering a comprehensive approach that prioritizes your financial goals and sets you on a path towards a secure and prosperous future.

Choosing a retirement planner is a significant decision, especially in an area like Fredericksburg where options abound. However, opting for a Fredericksburg CERTIFIED FINANCIAL PLANNER™ professional from Intentional Legacy brings a host of benefits. Our CFP® professional is not only highly qualified, but also dedicated to understanding your specific financial situation. Through extensive education, training, and certification processes, our advisor is equipped to provide tailored solutions that align with your goals and aspirations.

At Intentional Legacy, our process begins with a thorough assessment of your financial landscape. We take into account your current financial strengths and weaknesses, investment strategies, assets, income sources, liabilities and overall financial health. This holistic evaluation forms the basis of a customized financial plan designed to meet your specific objectives, both in the short term and long term.

One of the key pillars of our approach is our unwavering commitment to fiduciary responsibility. What does this mean for you? It means that your interests always come first. Our advisor remains objective and impartial, recommending strategies that are in your best interest, irrespective of market conditions. This commitment to putting your needs above all else is what sets us apart in the financial planning landscape.

Furthermore, at Intentional Legacy, we uphold the highest standards of professionalism and ethics. Our team comprises highly qualified professionals who adhere to a strict code of conduct, ensuring transparency, integrity, and trustworthiness in all our interactions. As a fee-only financial planning firm, we operate on a transparent fee structure, eliminating any conflicts of interest that may arise from commission-based models. This means that when you work with us, you can rest assured that our recommendations are solely aimed at helping you achieve your financial goals.

If you are ready to take control of your financial future and work with an experienced team that puts your needs first, Intentional Legacy is here for you. Contact us today at 830-266-9191 to schedule an appointment with a trusted Fredericksburg CERTIFIED FINANCIAL PLANNER™ professional. We look forward to guiding you towards a more secure and prosperous financial future.