Kerrville, TX Fee Only Planning Firm Independent Financial Advisor

As a reputable Kerrville fee-only planning firm, Intentional Legacy possesses the experience and resources needed to craft a comprehensive financial planning strategy tailored to your personal circumstances and goals. Our services are offered from our conveniently located office in New Braunfels, Texas ensuring accessibility and convenience for our clients. In addition, we can offer our services to more diverse clientele due to our community relationship with Intentional Living. Our primary objective is to provide you with clear direction as you navigate towards retirement.

Being an independent fee-only firm means we operate without commissions, minimizing potential conflicts of interest and allowing us to prioritize your needs above all else. Your Kerrville area independent financial advisor from Intentional Legacy upholds their fiduciary responsibility as the cornerstone of our client relationship. Our approach, which treats clients like family, has garnered trust and confidence from our existing clients, who feel empowered and assured in their financial journey.

You can reach out to us anytime to schedule a complimentary consultation with Jim Crider, who is a Kerrville area CERTIFIED FINANCIAL PLANNER™ professional, and discover how our team can help you achieve your retirement goals with reduced stress and enhanced clarity.

Our Kerrville fee-only planning firm offers a range of comprehensive services, including specialized business exit planning strategies. For business owners or those with valuable assets, effective exit planning is crucial to ensure maximum value extraction from your business or investments. With a well-designed exit plan, your business becomes more attractive to potential buyers, allowing you to exit on your terms and for the right amount.

As Kerrville area independent financial advisors, we also specialize in helping clients prepare for retirement with comfort, knowledge and clarity. We understand the importance of optimizing all income sources and tailoring retirement plans with your vision. Our dedicated Kerrville retirement planners are committed to your success and are ready to assist you in putting plans in place today for a secure future retirement.

Choosing Intentional Legacy as your Kerrville fee-only planning firm means joining a community of like-minded individuals who prioritize financial freedom and retirement readiness. We take pride in our track record of serving our clients' needs and look forward to extending the same level of service to you.

Intentional Legacy is committed to staying on top of industry trends and advancements. Our team regularly engages in continuing education to ensure we offer the ideal solutions and strategies to our clients. We believe in proactive planning and adaptability to changing financial landscapes, ensuring that your financial plans remain robust and effective in achieving your long-term goals.

At Intentional Legacy, we measure our success by the success of our clients. Our goal is not just to meet, but to exceed your expectations, helping you achieve financial security, peace of mind, and the freedom to pursue your passions and dreams. Join us on this journey towards a brighter financial future.

Additionally, we understand the importance of ongoing communication and support. Our clients have access to regular updates, reviews, and consultations to ensure their financial plans stay aligned with their evolving needs and aspirations. We are here to provide guidance, answer questions, and address any concerns you may have along the way.

Our client-centric approach means we never adopt a one-size-fits-all approach. We understand that every individual's financial situation is personal, and we tailor our strategies accordingly. To schedule your complimentary consultation and embark on your journey towards financial freedom and retirement readiness, contact us at 830-266-9191 today. We are excited to serve you and support you every step of the way.