New Braunfels, TX Fee Only Planning Firm Independent Financial Advisor

Are you currently looking for an experienced fee-only financial planning firm in New Braunfels that can help you create a customized financial plan specifically tailored for your retirement needs? The world of financial advisors can often feel like a complex maze, but Intentional Legacy, conveniently located with an office in downtown New Braunfels, shines as a beacon of transparent client relationships and comprehensive planning services designed to keep you on track with your long-term financial objectives. Intentional Legacy is a community of Intentional Living Financial Planning that is specifically directed to serve those who are in and nearing retirement. As a qualified New Braunfels area retirement planner, we firmly believe that everyone deserves access to top-tier financial planning services, and we are genuinely excited about the opportunity to assist you in achieving your financial goals.

Our team of seasoned New Braunfels financial planners takes a collaborative approach, working closely with you to develop a personal plan that is fully aligned with your current financial circumstances, providing you with the peace of mind you have been searching for. We kick off the process with discussing your financial situation and goals. Once we have gathered all the necessary information, we meticulously craft a detailed financial roadmap and plan, which we then present to you for thorough review and feedback. Your input is invaluable to us, and we make any necessary adjustments before proceeding with the implementation of your personalized plan, ensuring that it is perfectly tailored to help you achieve your financial objectives.

As a trusted fee-only financial planning firm, serving the New Braunfels and the Texas Hill Country area, we take our fiduciary responsibility very seriously, ensuring that all our recommendations are made with your best interests in mind. We do not accept compensation for endorsing specific products or strategies, significantly reducing any potential conflicts of interest. Your New Braunfels CERTIFIED FINANCIAL PLANNER™ from Intentional Legacy is well-equipped to assist you with a wide range of financial planning services, including retirement planning and comprehensive financial planning, all aimed at helping you reach important financial milestones with confidence.

In addition to our core services, we also offer specialized business exit planning services for clients who require them. Our experienced team can conduct a thorough evaluation of your current business and devise a strategic exit plan, ensuring that you are well-prepared for the future. We understand the importance of maximizing the value of your business, and we are here to guide you through proactive steps to achieve that goal. Your New Braunfels independent financial advisor at Intentional Legacy can further customize a comprehensive 360-degree plan to address all your financial needs holistically.

Allow the dedicated professionals at Intentional Legacy to guide you back on track with our comprehensive New Braunfels financial planning services. Take the first step by calling us at 830-266-9191 today to schedule your complimentary consultation. Experience firsthand the difference of partnering with a fee-only firm that is wholly committed to your financial success. We eagerly look forward to addressing any questions you may have as you navigate your journey towards a secure financial future.