New Braunfels, TX Certified Financial Planner Retirement Planning Firm

Intentional Legacy is the right choice for comprehensive financial planning in New Braunfels, Texas, especially for those seeking the expertise of a CERTIFIED FINANCIAL PLANNER™. Our firm is dedicated to providing personalized, all-encompassing financial services tailored to your specific needs and goals. Whether you are planning for retirement, wealth management, or other financial endeavors, we are here to guide you every step of the way.

Choosing a retirement planner in New Braunfels can be overwhelming, but at Intentional Legacy, we offer a distinct advantage of having a CERTIFIED FINANCIAL PLANNER™ professional. Our advisor, Jim Crider, has undergone extensive education, training, and certification, ensuring he possesses the expertise needed to address your financial concerns effectively. Jim starts by conducting a thorough assessment of your financial situation, taking into account your assets, liabilities, income, investment strategies and overall financial health. This allows him to develop a customized plan that aligns with your goals, whether you are planning for retirement, saving for education or building wealth for the future.

What sets our New Braunfels wealth management firm apart is our unwavering commitment to fiduciary responsibility. This means that we always act in your best interests, providing objective advice and recommendations that prioritize your financial well-being. Our team of experts adheres to the highest standards and code of conduct, ensuring transparency, integrity, and accountability in all our interactions. As a fee-only financial planning firm, we eliminate conflicts of interest by operating on a flat fee basis, rather than earning traditional commissions on products or services. This allows us to focus solely on what is best for you, without any ulterior motives. At Intentional Legacy, we believe in cultivating long-term relationships with our clients, based on trust, communication and mutual respect. We understand that financial planning is not just about numbers; it is about helping you achieve your dreams and aspirations, whatever they may be.

If you are ready to take control of your financial future with the guidance of an experienced New Braunfels CERTIFIED FINANCIAL PLANNER™ professional, contact Intentional Legacy today at 830-266-9191. We offer a complimentary initial consultation, where we will take the time to understand your goals, assess your financial situation, and develop a customized plan to help you achieve success. Whether you are planning for retirement, investing for the future, or navigating life's financial challenges, we are here to help. At Intentional Legacy, your financial security and prosperity are our top priorities. Let us help you create a brighter, more secure future for yourself and your loved ones.