New Braunfels, TX Retirement Planning Firm Certified Financial Planners

Intentional Legacy, which is a pre-retirement financial planning focus group within Intentional Living, is committed to delivering exceptional financial planning services to individuals and businesses in New Braunfels. Our team of highly skilled professionals is deeply passionate about ensuring everyone has access to top-notch financial guidance. We believe in building strong client relationships founded on trust, which is a fundamental value we uphold. Our New Braunfels-based CERTIFIED FINANCIAL PLANNER™ professional, Jim Crider, is here to assist you with a comprehensive range of financial services, including retirement planning, business exit planning, investment management, and strategies to secure your long-term financial goals.

No matter where you are in life, Intentional Legacy is your dedicated partner in navigating your financial journey and establishing a solid financial foundation. We specialize in investment management, catering to individuals like yourself who are seeking innovative perspectives and strategies to maximize returns. Together, we can craft a comprehensive plan that acts as a roadmap to guide you toward achieving your financial objectives. Our dedicated New Braunfels CERTIFIED FINANCIAL PLANNER™ professional invests the time to truly understand your personal financial situation. It is this personalized care and attention to detail that sets us apart and resonates with our loyal clients.

As a local financial planning firm in New Braunfels, our approach revolves around a fee-only structure, eliminating any potential conflicts of interest associated with commissions. This unwavering commitment underscores our fiduciary duty to prioritize our clients' needs above all else. Our track record reflects our dedication to serving our clients with integrity, transparency, and the highest ethical standards, which are the cornerstones of nurturing a healthy and trusting financial planning relationship.

At Intentional Legacy, we are not just financial planners – we are your partners in achieving financial security and peace of mind. Our mission is to empower you to make informed decisions and navigate complex financial landscapes with confidence. We invite you to connect with us to schedule a consultation and explore how our tailored services can support your retirement goals and aspirations. Your financial journey is our shared journey, and we are here to guide you every step of the way.

Choosing Intentional Legacy as your preferred retirement planning firm in New Braunfels means choosing a partner that is fully dedicated to meeting your family's short-term and long-term financial needs. Our approach is centered on your satisfaction, ensuring a rewarding and fulfilling financial planning experience. Our process begins with candid conversations about your current financial status, future aspirations, and risk tolerance. We then collaborate to piece together a comprehensive plan tailored to your financial vision. This plan is presented for your review, allowing for adjustments based on your feedback and evolving financial circumstances. With your personalized strategy in place, we work diligently to turn your financial aspirations into reality.

At Intentional Legacy in New Braunfels, our entire team is committed to serving you and helping you achieve your financial objectives. Drawing upon our extensive experience as a seasoned retirement planning firm in New Braunfels, we are well-equipped to guide you toward success. To explore further and embark on a journey towards enhanced financial stability and freedom, we encourage you to reach out to us at 830-266-9191 and schedule a complimentary consultation. We eagerly await the opportunity to partner with you on your financial journey.