Grow & Protect A Lasting Legacy
Featured Wealth is an independent financial services firm in McKinney. Our service-minded team provides goal-based wealth management and retirement planning so you can build and live the life you want.
Here at Featured Wealth, we take a solutions-based approach to a wide range of financial planning, wealth management and retirement planning services in McKinney. Our process hinges on a profound understanding of your personal values, goals and current financial situation. As a result of our in-depth discovery process, our financial advisors can deliver personalized solutions designed to help you pursue your goals as we help organize, protect and transfer your wealth.
Based in McKinney, Texas, Featured Wealth is an independent financial services firm with a dedicated team of financial advisors. Our founder, JR Foreman, established this independent practice because he wanted the freedom and flexibility to provide truly customized financial planning solutions for clients, without having worry about selling products or meeting quotas. As fiduciaries, our financial advisors give straightforward advice and always put our clients’ needs and best interests first. Always.
You want to build a competitive job offer to both attract and take care of high quality employees. But managing a retirement plan for your business can be time-consuming, confusing and even risky. Our advisors help small- and medium-sized businesses design and maintain company-sponsored retirement plans. So you can focus on running your business, instead of your retirement fund.
We're a team of financial advisors in McKinney offering a wide range of services designed to deliver holistic, integrated solutions for every area of your finances, at every stage of life.
Financial planning is our most holistic service. Our advisors partner with you in a long-term relationship to develop a plan to pursue your goals in your time horizon.
Through our comprehensive wealth management services, our advisors can help you protect your principle while maximizing your income potential.
Our advisors specialize in developing customized retirement planning solutions so you can approach retirement with the confidence to maintain the life you want.
Our financial advisors aim to help you organize, grow, protect and transfer your wealth. Insurance planning is one of our key strategies for helping you protect what you’ve built.
Keep more of what you earn when you turn to our tax planning specialists. Our advisors will help you find the most appropriate and favorable tax solutions for your situation.
Protect your loved ones and your legacy with a well-planned estate. Our financial advisors walk you through every step, finding find optimal solutions for the transfer of your wealth.
Bull and Bear Go To Market
Preparation is the Key to Retirement
Retirement Accounts When You Change Your Job
"Financial freedom is available to those who learn about it and work for it."
- Robert Kiyosaki
"A good financial plan is a road map that shows us exactly how the choices we make today will affect our future."
- Alexa Von Tobeln
"Look before, or you’ll find yourself behind."
- Benjamin Franklin