Your reasons for seeking financial planning and investment advice are uniquely yours, and we want to understand them. In our solutions-based approach to wealth management and retirement planning, we start with a conversation. We’ll explore your values and the underlying motivations which drive your financial decision-making. Knowing what matters most to you will help us formulate a personalized plan that supports and upholds those values.
Part of our solutions-based approach involves developing a highly personalized, goal-based financial plan. In order to develop a your personalized plan, we’ll help you explore, identify, clarify and prioritize your financial goals and objectives. With your specific goals in mind, and with access to a wide range of investment products and leading market research through our partners at Cetera, we’ll find and recommend best-fit solutions to help you pursue your goals. Your financial plan will be uniquely yours.
Getting to know you, your values and goals are essential to the financial planning process. But to put you on track to pursuing those goals, we first need to understand your starting point. We’ll analyze your current financial situation using information you provide. This can include statements, wills, trusts, existing investments, insurance plans and even your personal budget — basically, anything you’re willing to share. This comprehensive financial health assessment gives us a starting point for your financial journey toward the life and retirement you desire.
New life stages and major life events often bring new or changing financial needs.
We’re here to provide personalized financial solutions for your goals at every life stage.
At Featured Wealth, we follow a proven process to organize, manage and transfer your wealth according to your unique goals. This repeatable process, however, results in a highly customized financial plan for your life. And, developing your plan is just the start. We’ll be there to help you every step of the way, from implementing your plan, to monitoring your progress and making adjustments to keep you on track. We also communicate often and clearly, so you can make informed financial decisions at every turn.
We curate personalized financial strategies for businesses, individuals, and families in McKinney, TX, and surrounding areas. We’ll find ideal solutions to help you pursue your goals.
We’re not trying to sell products. We want to solve problems and provide honest advice to help people like you plan for the life they want. If that sounds like what you want, let’s get started.
Based in McKinney, TX, the Featured Wealth team is dedicated to providing straight-forward, client-first financial services for clients in every life stage.