Finding the right independent financial planning firm to suit your wealth management needs is no small feat. It is a decision that requires time, research, and a great deal of trust in the professionals you choose. If you are seeking a reliable independent financial planning firm in New Braunfels, Intentional Living is here to support you every step of the way. We have a team of experienced professionals who are focused on helping individuals and busy professionals alike manage investments, retirement planning, and long-term wealth management strategies.

When it comes to planning for your retirement, Intentional Living understands the importance of having a detailed and customized wealth management plan. While we do, of course, focus on investments, we also provide experienced guidance on aspects like life insurance, 401k rollovers, trusts for loved ones, and tax planning strategies. All of these pieces are critical to ensuring a comprehensive approach to your future financial security.

At Intentional Living, we understand that your journey is personal and requires a tailored plan. That is why we assign our Certified Financial Planner™ (CFP®) professional, Jim Crider, to work closely with you, examining both your current situation and your long-term goals. Our process is all about getting to know you, so we can design a plan that fits your life, aspirations, and personal values, not just some generic advice.

As part of our comprehensive approach, Intentional Living places great emphasis on understanding your goals before any decisions are made. We collaborate closely with our clients to ensure that every major life event and financial milestone is considered. Some of the key questions we explore with clients include the following: How much time do you have to reach your retirement goals? What are your financial assets and resources? How do we prepare for unexpected financial emergencies?

One of the defining aspects of Intentional Living is our commitment to a fiduciary responsibility. Our firm’s CFP® professional takes this duty seriously, offering advice that is always based on careful analysis and tailored to the client’s financial situation. Our goal at Intentional Living is to make sure every strategy aligns well with your long-term aspirations and financial needs.

Navigating the world of personal investments can feel daunting, but you do not have to do it alone. Our local team is here to provide the guidance you need to make confident and informed decisions about your future. Our experience can help alleviate the stress of managing your retirement and investment portfolios.

If you are ready to take control of your financial future, now is the time to connect with the experts at Intentional Living. Whether you are planning for retirement or need advice on wealth management, our team in New Braunfels is ready to assist you. Call today at 830-266-9191 to begin crafting a personalized investment strategy that fits your life’s ambitions.