Customized Financial Planning
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.
Understanding Clients' Needs First
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.
Retirement Planning Services for
Small Businesses
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.