Certified Financial Planner Retirement Planning Firm New Braunfels
Intentional Living, based in downtown New Braunfels, provides the community comprehensive financial planning services from our trusted Certified Financial Planner™ professional. As a local retirement planning firm, Intentional Living provides wealth management solutions as well as other financial services. Our firm is local and built on a foundation of experience, integrity, and a dedication to helping our clients navigate the complexities of financial planning with ease and confidence.
Jim Crider, our Certified Financial Planner™ professional, has an extensive education, certifications and years of experience. Jim is well-equipped to address all aspects of your financial needs. By conducting a detailed assessment of your financial situation, like examining your assets, liabilities, income, and investments, he creates a tailored plan that aligns with your short-term and long-term goals. Whether you are preparing for retirement, saving for education, or building wealth for the future, Jim’s approach is designed to help with your financial success.
We are committed to offering New Braunfels retirement planning solutions that reflect your personal values and aspirations. Our holistic approach ensures that no detail is overlooked, so we will review everything from retirement strategies to tax-efficient investment plans. We provide continuous support, adapting to changes in your life or financial circumstances to keep you on track toward your goals. With our experience and dedication, you can move forward with the confidence that your financial future is in capable hands. Let us help you achieve lasting financial peace and security for the years to come.
One of the core principles of our New Braunfels retirement planning firm is our commitment to fiduciary responsibility. At Intentional Living, we act solely in your best interest, offering transparent, objective advice. As a fee-only financial planning firm, we eliminate the traditional commission structure, which allows us to focus entirely on what is best for you without any conflicts of interest. Our goal is to provide clarity, security, and peace of mind as we help you reach your financial objectives.
What truly sets us apart is our client-centered approach. We believe in fostering long-term relationships built on trust, open communication and mutual respect. Financial planning is not just about crunching numbers, but rather it is about understanding your dreams, aspirations and life goals. At Intentional Living, we work to ensure your financial journey reflects the life you envision for yourself and your loved ones.
At Intentional Living, we do not just focus on the present, but we make sure to help you build a more prosperous future. Our team’s dedication to your financial security ensures that we are not only helping you manage your wealth today, but also planning for the brighter, more secure tomorrow you deserve. Let us be your partner on this journey to financial confidence and success.
When you are ready to take the next step toward securing your financial future, contact Intentional Living at 830-266-9191. We offer a complimentary initial consultation where we will take the time to understand your financial situation, evaluate your goals, and develop a plan tailored to your success. Whether it is retirement planning, investment strategies, or preparing for life’s unexpected financial challenges, we are here to guide you every step of the way.