New Braunfels, TX Pre-Retirement Planning High Net Worth Tax Strategies

Intentional Legacy, located in New Braunfels, Texas, is a trusted financial planning company that specializes in pre-retirement planning for individuals and families. Intentional Legacy serves those who are in or nearing retirement and is part of the community of Intentional Living financial planning. We understand that everyone's financial situation is specific to them, which is why we offer personalized services tailored to your specialized needs. Our comprehensive range of services includes extensive financial planning, expert investment management, and strategic property and casualty planning. With a team of skilled financial advisors, we have a proven track record of working with New Braunfels residents, particularly those with high net-worth, to develop effective tax strategies that allow them to keep more of their hard-earned money.

Collaborating with a New Braunfels Certified Financial Planner™ at Intentional Legacy provides you with a structured approach to achieving your retirement objectives. Our goal is to offer you peace of mind through the implementation of sound financial advice and strategies that are aligned with your goals and values. We place great emphasis on our fiduciary responsibility, which involves us always prioritizing our clients' needs above our own.

When you choose Intentional Legacy, you can rest assured that your financial well-being is our top priority. As a fee-only financial planning firm, we do not receive commissions for recommending specific products or services, ensuring that our advice is always objective and in your best interest. Our CFP® professionals have the required training and experience to guide you through your pre-retirement planning journey with confidence and expertise.

Our comprehensive approach to pre-retirement planning begins with a thorough assessment of your current financial situation, goals, and objectives. We take the time to understand your circumstances and develop a customized plan that addresses your specific needs and aspirations. This includes recommendations on long-term investment strategies, tax planning strategies, and risk management techniques to help you achieve your financial goals.

At Intentional Legacy, we understand the importance of effective tax planning in maximizing your retirement savings and minimizing tax liabilities. Our CFP® professional possesses the expertise and knowledge required to develop tax-efficient strategies tailored to your individual situation. Whether you are a high net-worth individual or have a more modest portfolio, we can help you navigate the complexities of the tax code and optimize your tax situation.

In addition to our core pre-retirement planning services, we also offer specialized services such as investment management and property and casualty planning. Our goal is to provide you with a holistic approach to financial planning that addresses all aspects of your financial life.

We invite you to contact Intentional Legacy today at 830-266-9191 to learn more about our New Braunfels pre-retirement planning services or to schedule a complimentary consultation with our Certified Financial Planner™. Our team is dedicated to helping you achieve your financial goals and secure your retirement future with confidence and peace of mind.