Fee-Only Financial Planners in Burleson, TX
We help those +/- 10 years from retirement make confident financial decisions so they can enjoy the retirement they have dreamed of. And we do it without the industry jargon.
Worried about all the decisions you have to make around retirement? You’re not alone.
We put together financial plans for our clients in the Burleson area and virutually nationwide, so they can focus on the things that are important to them.
And as fee-only fiduciaries, we operate in your best interest and sell no financial products.
Strategic Partners and Alliances
How We Serve Our Clients in Burleson, TX
Learn more about our approach by clicking HERE
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Using my planning software, I organize your financial life to give you insight to every area of your life with a dollar sign. This is required to figure out where you are and where you want to go.
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Your needs are prioritized above my planning steps where possible. I’ll point out any major red flags and we will agree on reordering as necessary.
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I go well beyond managing investments. Together, we will identify goals and gaps and then outline a road map for us to tackle them. I build an initial plan and then recheck on these items as we meet throughout the year as life throws changes our way. Topics include:
Net Worth and Cash Flow
Estate Planning
Insurance Reviews
Annual Tax Planning and Minimization
Investments
Retirement
Education Funding
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I prefer to meet with clients in the spring and fall to review and update each area of your financial plan.
Why We’re Different
Normal Conversations
We’re here to help and not sell you. We check the jargon at the door for normal conversation.
Fiduciary
We’re obligated to act in your best interest, not mine.
Fee Only
We don’t receive commissions or referral fees. You never have to worry about us selling you a financial product.
Independent
We own the business. Schwab holds your accounts, but we’re not tied to them.
100% Client Enjoyment
Because we’re independent, we choose to only take on clients that we actually enjoy working with.
Easy To Understand and Transparent Fees
We charge 1-1.5% annually for the assets we manage. No product sales, referral fees, or commissions!
Strong Tax Focus
Annual deep dives into your tax situation so we can plan to lower your lifetime tax bill.
Industry Credentials
We’re both CERTIFIED FINANCIAL PLANNER® practitioners.
Experience and Longevity
We’ve been in the industry since 2007 and have another 25+ years to go. The average advisor has about the same amount of experience, but is within 10 years of their own retirement. Do you want us to be the last advisor you work with in your retirement?
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