Kerrville, TX Financial Planning Wealth Management Retirement

Are you searching for a reputable Kerrville wealth management firm with a significant amount of experience? Your search ends with Intentional Legacy. We are known for our adept financial planning professionals and have built a strong reputation for helping clients from diverse backgrounds achieve their financial goals. What truly sets us apart is our unwavering commitment to fulfilling our fiduciary obligations, ensuring that your financial matters are in safe hands.

Our fiduciary responsibility includes creating highly customized financial planning strategies tailored to your family and business needs. We begin by gaining a deep understanding of your objectives and goals, enabling us to develop the ideal financial strategies and retirement plans that are a perfect fit for you.

At Intentional Legacy, our Kerrville wealth management team is dedicated to providing invaluable retirement guidance and services, and these services are offered under the Intentional Living community of planners. Whether you need assistance with estate planning reviews, 401k rollovers, or other services that impact your future security, we offer a wide range of solutions to meet all your financial needs, and we offer these solutions from our New Braunfels office.

Our approach revolves around crafting tailor-made financial planning strategies that are personal to each client. We understand every family, business, and individual has distinct needs and ambitions, and our priority is to comprehend your objectives early on. This understanding allows us to curate the most optimal financial strategies and retirement plans that align perfectly with your needs.

Our Kerrville certified financial advisor at Intentional Legacy offers an extensive array of services, including invaluable retirement counsel. Whether you are focused on estate planning, 401k rollovers, or other forward-looking services designed to safeguard your future, we provide comprehensive solutions that aims to meet your needs.

Our dedicated Certified Financial Planner™ professional, Jim Crider, is committed to thoroughly understanding each client. Our knowledge of your goals empowers us to offer an expansive array of financial services tailored to your needs, including tax and accounting reviews, financial risk management, investment management and strategy, and estate and retirement planning reviews.

While many can craft their own financial plans, clients consistently choose us for our strong reputation, knowledge and extensive experience. We are honored to serve you and are ready to accompany you through your financial journey.

A key objective in any comprehensive retirement plan is optimizing retirement income and mitigating tax exposure. Our retirement reviews and advice focus on these fundamental goals, ensuring you feel confident about your family's financial future.

If you are ready to establish a lasting partnership with a distinguished wealth management firm in the Kerrville, TX area, contact us for a complimentary consultation at 830-266-9191. Your financial future is our top priority, and we are here to serve you every step of the way. Give us a call today.