Fredericksburg, TX Retirement Planning Firm Certified Financial Planner

When it comes to selecting a retirement planning firm in Fredericksburg, Texas that prioritizes strong client relationships and provides unbiased, transparent advice, Intentional Legacy stands out as a perfect choice. Our firm, based in New Braunfels, has a solid commitment to fostering genuine connections with our clients, and that is rooted in our belief that every individual deserves personalized, trustworthy financial guidance. As a fee-only financial planning firm, we operate with a fiduciary responsibility, ensuring that our clients' best interests always come first.

The fee-only model of Intentional Legacy sets us apart from other firms that may have conflicts of interest due to earning traditional commissions. This distinction allows us to provide unbiased recommendations and financial solutions tailored to each client's personal goals and circumstances. Our approach is centered on understanding your vision for the future and crafting a comprehensive financial plan that helps you achieve your objectives.

Transparency is a foundational principle in all our interactions with clients. From the initial discussions about your current financial situation to the creation and implementation of your financial plan, we prioritize open and honest communication. Your feedback is valued, and we remain flexible and adaptable to make adjustments as needed to ensure your plan remains aligned with your financial goals.

At Intentional Legacy, our team, which includes a CERTIFIED FINANCIAL PLANNER™ professional, Jim Crider, serves Fredericksburg and area residents by being committed to providing exceptional service and guidance in all aspects of your financial life. Whether you are planning for retirement, seeking investment management services, or navigating complex financial decisions, we are here to support you every step of the way.

We understand that making financial decisions can often be stressful, which is why we strive to create a stress-free experience for our clients. Our expertise and knowledge enable us to provide you with the guidance and confidence needed to make informed financial choices. We take the time to educate our clients, ensuring they have a clear understanding of their options and the potential outcomes.

One of the benefits of working with Intentional Legacy is our comprehensive approach to financial planning in Fredericksburg. We go beyond just managing investments; we focus on creating a holistic financial plan that addresses your short-term and long-term goals. Our services encompass retirement planning, investment management, social security planning, estate planning and tax strategy reviews and more.

Our mission is to empower our clients to make informed financial decisions through education, effective communication, and personalized service. We believe everyone deserves access to high-quality financial planning, and we are dedicated to delivering that level of service to each client we serve.

If you are ready to take control of your financial future and work with a Fredericksburg, Texas retirement planning firm that prioritizes your needs and goals, we invite you to contact us at 830-266-9191 to schedule a complimentary consultation. Our team of friendly professionals is ready to assist you and provide you with the best financial planning experience possible. Let Intentional Legacy help you achieve financial security and peace of mind.