If you are searching for a financial planning firm in New Braunfels with extensive experience, then look no further than Intentional Living. We have earned a strong reputation for guiding clients from various backgrounds toward their financial goals. What sets us apart is our unwavering commitment to acting in your best interest as fiduciaries, ensuring that your financial matters are always handled with the utmost care and professionalism.

At Intentional Living, our approach is deeply rooted in understanding your personal family and business objectives. By gaining insights into your personal goals, we craft customized financial strategies that are tailored specifically for you. Whether you are looking for retirement planning, investment strategies, or estate planning reviews, we take a personal approach to ensure your financial roadmap aligns perfectly with your aspirations.

Our wealth management services cover a broad range of needs, from 401k rollovers to tax-efficient planning and beyond. As a retirement planning firm based in downtown New Braunfels, we are committed to offering solutions that address the full spectrum of your financial needs. Our Certified Financial Planner™ professional, Jim Crider, leads the charge with experience in tax management reviews, estate planning assessments, and investment strategies while always having a focus on understanding each client’s distinct needs.

A key element of our financial planning process is our focus on optimizing retirement income while minimizing tax exposure. Our retirement reviews are designed to give you confidence in your financial future, helping you navigate complex decisions with ease. We know that comprehensive financial planning in New Braunfels is the cornerstone of a secure future, and we are here to help you feel prepared every step of the way.

In addition to our core financial services, we believe in ongoing client education and support. At Intentional Living, we regularly provide updates on market trends, investment opportunities, and changes in financial regulations to help you stay informed. We believe that empowering our clients with knowledge enhances their ability to make sound financial decisions. Whether through one-on-one consultations or informative seminars, we are dedicated to ensuring you remain in control of your financial journey.

Clients choose Intentional Living not only for our tailored services, but also for our extensive experience and proven track record in the financial industry. While many people attempt to manage their own financial plans, working with us provides the experience and peace of mind needed to make informed decisions. We take pride in building long-lasting relationships with our clients, offering ongoing support and guidance throughout your financial journey.

If you are ready to partner with a highly regarded wealth management firm in New Braunfels, TX, Intentional Living is here for you. We offer a complimentary consultation to help you explore your options and start planning for a more secure future. Contact us at 830-266-9191 to begin your financial journey with a firm that puts your needs first. Your financial success is our priority, and we are excited to work with you.