Kerrville, TX Fee Only Financial Planning Firm Investment Management

Finding the right financial planning firm in Kerrville that not only has the expertise but also takes the time to understand your specific circumstances and investment goals can be a challenging endeavor. However, Intentional Legacy stands out as a local firm dedicated to serving Kerrville clients with a team of qualified professionals based out our New Braunfels office. We specialize in offering personalized financial planning services designed to provide you with peace of mind about your financial plan and future.

Our approach at Intentional Legacy is centered on truly understanding each client's individual needs, their vision for the future, and their current financial situation. This foundational understanding allows us to tailor a personalized financial plan and roadmap that guides them toward achieving their financial goals effectively.

We understand the importance of working with a team of financial professionals who prioritize your best interests. Regardless of your specific situation or profession, we believe everyone deserves high-quality financial planning services. Our clients come from diverse backgrounds, including successful professionals, entrepreneurs, widows and divorcees. With our extensive experience and expertise, we can create comprehensive and personalized plans that meet the needs of each client.

Our dedicated team at Intentional Legacy is committed to providing the highest level of excellence and service to our clients in Kerrville. We offer high-quality investment management services and strive to create a stress-free experience for all our valued clients.

As a fee-only financial planning firm, we prioritize transparency, effectiveness and simplicity in our approach. Our fee-only model ensures that there are no conflicts of interest, allowing us to always act in our clients' best interests. Whether you need assistance with pre-retirement financial planning or you are a local business owner seeking high net worth investment strategies, our experienced team is here to support you every step of the way.

Our CERTIFIED FINANCIAL PLANNER™ in Kerrville upholds a fiduciary responsibility to each client we serve. We take this responsibility seriously and conduct all our interactions and work with complete transparency and meticulous attention to detail. Our comprehensive financial and retirement planning approach covers all aspects of your financial life, providing clarity and peace of mind.

If you are ready to take your investment and retirement plans to the next level, Intentional Legacy in the Kerrville area is excited to get to know you and cater to your planning needs. Schedule your complimentary initial consultation today by reaching out to us at 830-266-9191. We also offer second opinions on your current portfolio or plan, ensuring that you have the information and support you need to make informed financial decisions. We look forward to meeting you soon and helping you achieve financial freedom and stability.