New Braunfels, TX Retirement Planning Firm Certified Financial Planner

At Intentional Legacy, we are more than just a New Braunfels retirement planning firm; we are your dedicated partners in financial success, serving clients from our downtown New Braunfels office with integrity and care. We believe everyone deserves access to quality financial planning services without the fear of being pushed into purchasing unnecessary products or treated as mere sources of commission. Our entire team is committed to upholding the values of respect, transparency, and client-centered service, and we eagerly anticipate the opportunity to assist you in achieving your financial goals.

Your New Braunfels CERTIFIED FINANCIAL PLANNER™ professional, Jim Crider, from Intentional Legacy is not just a financial advisor, rather Jim is your trusted confidant and advocate. We understand that each individual's financial situation is personal, which is why we take the time to listen attentively to your goals, concerns, and aspirations before crafting a customized long-term plan. Through open and honest conversations, we gain a thorough understanding of your current circumstances, allowing us to develop a comprehensive financial strategy designed to maximize your potential for success. We then present this plan to you, carefully explaining each recommendation and soliciting your feedback to ensure alignment with your objectives. Once we have mutual understanding and agreement, we proceed to implement your plan, continuously monitoring its progress to ensure it remains on track. Our fee-only approach and unwavering commitment to fiduciary duty guarantee that your best interests are always our top priority.

As your New Braunfels retirement planning firm, Intentional Legacy offers a wide range of products and services, including investment management tailored to your specific needs and preferences. Unlike traditional financial planning firms that rely on commissions, we operate on a fee-only basis, ensuring that our compensation comes directly from our clients for the valuable advice and guidance we provide. From professionals to small business owners and entrepreneurs, we serve a diverse clientele, assisting them in aligning their finances with their personal goals and values. Our fiduciary responsibility is not just a legal obligation, instead it is a core principle that guides everything we do on behalf of our clients. We genuinely care about each and every one of our clients, and we are committed to delivering the best possible financial planning experience with transparency, integrity and compassion.

At Intentional Legacy, our main objective is to provide you with peace of mind and clear direction in the financial planning process. If you are seeking a financial planning firm that prioritizes your needs above all else, we invite you to schedule a complimentary consultation with us today by calling 830-266-9191. As a local firm, we are here to serve you and your family in any way we can, so reach out and contact us today to begin your journey towards financial security and prosperity.