Tag: Planners

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The Best Financial Planners in Dallas-Fort Worth for 2022

The Best Financial Planners in Dallas-Fort Worth for 2022

HOW WE COMPILED THIS LIST: D Magazine asked every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list. A total of 783 votes were cast, and 278 individuals were nominated. Of these, 91 were selected.

Kay Allen
Allen Wealth Advisors
817-500-0014

Lance Alston
New Dimensions Wealth Management LLC
972-972-8565

Todd R. Amacher
RGT Wealth Advisors
214-360-7000

Ellenore K. Baker
Carter Financial Management
214-363-4200

Ginnie Baker
Beaird Harris Wealth Management
972-383-0506

Zac Beckerley
Merit Financial Advisors
214-423-4200

Gretchen Behnke
Pearl Financial Planning
972-696-9733

Joel Berg
Carter Financial
Management
214-363-4200

Crystal Billing
SFMG Wealth Advisors
972-960-6460

Steve Blankenship
Heritage Financial Planning
214-446-2100

Kalita Blessing
Mercer Advisors
214-691-6090

Jessica Boghetich
RGT Wealth Advisors
214-360-7000

Jaime Boyles
Lee Financial
972-960-1001

Melissa Brennan
ARS Private Wealth
214-558-0228

Katie Brewer
Your Richest Life
469-708-7975

Larry Burgess
MG Retirement
972-907-0110

Bill Carter
Carter Financial
Management
214-363-4200

Derek Childs
HFS Wealth Management
214-239-0851

Bryan Clintsman
Clintsman Financial Planning
817-410-8200

Brian Cloud
RGT Wealth Advisors
214-360-7000

Jennifer Cook
Cypress Point Wealth Management
214-736-8887

Robert Cox
Mercer Advisors
214-378-2224

Emma Cramm
Cadent Capital LLC
972-441-4554

Randall Crimmings
Clintsman Financial Planning
817-410-8200

Sarah Crowe
Generational Wealth
Advisors
972-378-1795

Christopher Currin
Mercer Advisors
877-799-4647

Nathan W. Davis
Aspen Wealth Management
817-546-6353

Rett Dean
Riverchase Wealth Management
972-471-9013

Patrick Dougherty
Dougherty Wealth Management
214-550-8989

Shaun Dowling
HFS Wealth Management
214-346-0785

David Faulkner
Spectrum Advisors
972-931-3700

Andrew Gardner
Gardner Wallace Financial Solutions
972-833-2572

Frannie Gardner
Gardner Wallace Financial Solutions
972-833-2571

Michelle Gass
Paradigm Advisors
214-756-6066

John Gay
Frisco Financial Planning LLC
469-248-6237

Allison G. Geiger
Heritage Financial Planning
214-446-2100

Nic Gibson
Lee Financial
972-960-1001

Jen Grant
Perryman Financial Advisory
972-770-4800

Josh Hargrove
Insight Wealth Partners
972-543-4800

Stephen T. Hart
Generational Wealth
Advisors
972-378-1795

Craig Hausz
CMH Wealth Management
214-692-5878

Aaron Hays
Carter Financial Management
214-363-4200

Ryan Huey
RoseRock Wealth Management LLC
214-220-8989

Kyle Imhof
Clintsman Financial Planning
817-410-8200

Ben Jones
Wave Wealth Management
972-954-4100

Jean Keener
Keener Financial Planning
817-993-0401

Sean Kelleher
Riverchase Wealth Management
972-471-9013

Casey Kupper
Cadent Capital LLC
972-777-4991

John Kvale
J.K. Financial Inc.
214-706-4300

Greg Lanier
Clintsman Financial Planning
817-410-8200

Lynn Lawrance
Cetera Advisor Networks
214-358-0758

Bryan Lee
Strategic Financial Planning Inc.
972-403-1234

Brent Little
RGT Wealth Advisors
214-360-7000

John Loyd
The Wealth Planner
817-877-0717

Laura Maxfield
RGT Wealth Advisors
214-360-7000

Dallas McKee
Lifeway Financial Corporation
972-378-3776

Jonathan Meaney
Carter Financial Management
214-363-4200

Kathleen Muldoon
Carter Financial Management
214-363-4200

Thomas E. Murphy
Murphy & Sylvest
214-373-8362

Taylor Nipp
SFMG Wealth Advisors
972-960-6460

Ken Painter
Strata Wealth Advisors
214-420-7020

Bill Perryman
Perryman Financial Advisory
972-770-4800

Jimmy Perryman
Perryman Financial Advisory
972-770-4800

Keith Allen Pillers
Ackerman Capital Management
214-361-5383

Dana Pingenot
RGT Wealth Advisors
214-360-7000

Shannon Pope
SFMG Wealth Advisors
972-960-6460

Patty Priddy
Keener Financial Planning
817-993-0401

Brandon Ratzlaff
Cypress Point Wealth Management
214-736-8887

Ryan Rayburn
Strategic Wealth Partners PLLC
972-361-3861

Mike Reppert
Spectrum Advisors
972-931-3700

Burk Rosenthal
Beacon Pointe Advisors
817-336-2000

Tyler Russell
Carter Financial Management
214-363-4200

Steven Schlegel
SchlegelDunn LLC
972-754-2693

Candace J. Scholz
Aspen Wealth Management
817-546-6353

Tara Scottino
True North Advisors
214-360-7300

Shashin Shah
SFMG Wealth Advisors
972-960-6460

Roger Shake
Legacy Consulting Group
972-599-4750

Matt Sibley
Messick Peacock & Associates
972-942-0584

Chad A. Smith
Heritage Financial Planning
214-446-2100

Taylor A. Steele
Cadent Capital LLC
972-777-4991

Helen B. Stephens
Aspen Wealth Management
817-546-6353

Bob Stowe
Stowe Financial Planning LLC
972-733-9959

Alex Taylor
Messick Peacock & Associates
972-942-0672

Chase Thomas
SFMG Wealth Advisors
972-960-6460

Trudy R. Turner
Goldman Sachs Personal Financial Management
972-441-8064

Jan Valecka
Valecka Wealth Management
972-899-1679

Steve Wachs
Legacy Consulting Group
972-599-4750

Dusty Wallace
Strata Wealth Advisors
214-420-7020

Roddy Warren
Stowe Financial Planning LLC
972-733-9959

Christie Williams
Lee Financial
972-960-1001

Brandon Woods
Chessman Wealth Strategies
214-572-2120

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Trailblazing Financial Planners RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

Trailblazing Financial Planners RetireUS Announces Groundbreaking New Wealth Management and Retirement Planning Technologies

In just 4 minutes, groundbreaking proprietary technological innovation from RetireUS empowers individuals to define a very clear path to economical flexibility, for as minor as $10/7 days.

PHILADELPHIA, Could 3, 2022 /PRNewswire/ — RetireUS is launching an enjoyable on the internet platform intended to aid Us citizens simply outline a crystal clear route towards economic liberty. The total-provider software will make planning for retirement with a Certified Economic Planner™ more very affordable than ever, with subscriptions obtainable for as minimal as $10 / 7 days.

RetireUS's free Retirement Checkpoint quiz allows users to begin their planning journey by completing a simple 4-minute multiple choice assessment. The results, pictured here,are summarized in a comprehensive yet easy-to-understand report. Each personalized report includes a retirement timeline, as well as an assessment on retirement pacing, tax planning, and overall planning risks.
RetireUS’s absolutely free Retirement Checkpoint quiz permits buyers to get started their organizing journey by completing a very simple 4-minute a number of selection assessment. The success, pictured in this article,are summarized in a detailed but uncomplicated-to-realize report. Every personalized report incorporates a retirement timeline, as nicely as an evaluation on retirement pacing, tax setting up, and total scheduling threats.
RetireUS's full-service virtual financial planning platform can be accessed from anywhere in the world through point and click functionality on desktop, tablet, or mobile devices. As a part of each plan, clients receive access to a convenient dashboard that centralizes all of their retirement accounts and information, and a Wealth Concierge team that is available both virtually and through messaging to support clients by reviewing accounts, updating plans and scheduling investment meetings.
RetireUS’s full-service digital financial planning system can be accessed from anywhere in the globe through level and click operation on desktop, tablet, or cell gadgets. As a aspect of each individual approach, purchasers obtain obtain to a convenient dashboard that centralizes all of their retirement accounts and facts, and a Prosperity Concierge workforce that is accessible each nearly and by means of messaging to guidance purchasers by examining accounts, updating ideas and scheduling investment decision meetings.

Almost 50 {21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} of Individuals think that doing work with a money advisor is reserved for the rich, and existing data experiences that only 30{21df340e03e388cc75c411746d1a214f72c176b221768b7ada42b4d751988996} of individuals collaborate with a paid out economic advisor.1 This is possible a end result of their pricey price tag (on average, cost-primarily based CFP’s cost $5,000/ 12 months). 2

RetireUS has a new resolution that breaks down obstacles via technology and innovation. Their free Retirement Checkpoint quiz makes it possible for users to begin their preparing journey by completing a very simple 4-minute multiple alternative assessment. The quiz eradicates the have to have for a prolonged consultation, and rather, gathers information and facts on the client’s retirement development, investment psychology, and personal savings habits.

The Retirement Checkpoint quickly analyzes the client’s facts and generates a thorough report in an uncomplicated-to-understand format. Each individual personalized report consists of a retirement timeline, as perfectly as an assessment on retirement pacing, tax preparing, and in general planning hazards. Based mostly on the outcomes, the checkpoint builds a custom made suggestion indicating which RetireUS subscription best fits the user’s requirements. This innovative approach reimagines standard retirement organizing, placing consumers at the middle of the financial scheduling approach with a concentration on relieve and accessibility.

“The investment decision sector is notorious for holding superior-excellent retirement suggestions reserved for those people who are keen to pay back an intense quality and dedicate several hours to an arduous monetary scheduling method. RetireUS was constructed to shift that paradigm and make skilled financial assistance additional accessible and charge successful. Our totally free Retirement Checkpoint gives purchasers the energy to conveniently evaluate their own retirement development and decide on a organizing relationship that aligns with their requires and price range.” -Michael A Scarpati, CRPC Co-founder / CEO of RetireUS

With the start of their complete-provider retirement advising system, RetireUS is empowering folks to define a crystal clear route to monetary freedom on their have terms and at their possess speed.  Their slicing-edge retirement scheduling systems, such as their cost-free Retirement Checkpoint, can be accessed at retire.us 

https://www.magnifymoney.com/weblog/information/fiscal-advisors-charge-survey/1 

https://financebuzz.com/rate-only-money-advisor2

PR Get in touch with
Name: Rachael Hanna
Telephone: 215-317-6823
E mail: [email protected]

Supply RetireUS

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Dallas-Fort Worth’s Best Financial Planners for 2021

How We Compiled This List: D Magazine asked every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list. A total of 718 votes were cast, and 240 individuals were nominated. Of these, 95 were selected.

Lance Alston
New Dimensions Wealth Management | 972-972-8565

Todd Amacher
RGT Wealth Advisors | 214-360-7000

Michael J. Anderson
True North Advisors | 214-360-7300

Jenny Armstrong
Lee Financial | 972-960-1001

Ellenore Baker
Carter Financial Management | 214-363-4200

Ginnie Baker
Beaird Harris | 972-503-1040

Zac Beckerley
Merit Financial Advisors | 214-423-4200| 

Tyler Beeson
WPA Family Office | 214-945-0888

Joel C. Berg
Carter Financial Management |214-363-4200

Crystal L. Billing
SFMG Wealth Advisors | 972-960-6460

Ryan J. Blair
SFMG Wealth Advisors | 972-960-6460

Steve Blankenship
Heritage Financial Planning | 214-446-2100

Kalita Blessing
Quest Capital Management | 214-691-6090

Jessica Boghetich
RGT Wealth Advisors | 214-360-7000

Jaime Boyles
Lee Financial | 972-960-1001

Melissa Brennan
ARS Private Wealth | 214-558-0228

Katie Brewer
Your Richest Life | 469-708-7975

Caleb Brian
True North Advisors | 214-360-7300

Larry W. Burgess
MG Retirement Advisors | 972-907-0110

Derek Childs
HFS Wealth Management | 214-346-0785

Bryan Clintsman
Clintsman Financial Planning | 817-410-8200

Brian M. Cloud
RGT Wealth Advisors | 214-360-7000

Rob Cox
Quest Capital Management | 214-691-6090

Randall Crimmings
Clintsman Financial Planning | 817-410-8200

Guy M. Cumbie
Cumbie Advisory Services Inc. | 817-335-1181

Christopher Currin
Mercer Advisors | 877-799-4647

Nathan Davis
Aspen Wealth Management | 817-546-6353

Rett Dean
Riverchase Wealth Management LLC | 972-471-9013

Patrick Dougherty
Dougherty Wealth Management LLC | 214-550-8989

Shaun Dowling
HFS Wealth Management | 214-239-0869

David S. Dryden
Insight Wealth Partners | 972-543-4800

David Faulkner
Spectrum Advisors | 972-931-3700

Tiffany Finney-Johnson
New Dimensions Wealth Management | 972-972-8566

Andrew Gardner
Gardner Wallace Financial Solutions | 972-833-2572

Frannie Gardner
Gardner Wallace Financial Solutions | 972-833-2565

Brandon W. Garrett
BentOak Capital | 817-288-3004

Michelle Underwood Gass
Paradigm Advisors LLC | 214-756-6060

John Gay
Frisco Financial Planning LLC | 469-248-6237

Allison Geiger
Heritage Financial Planning | 214-446-2100

Nic Gibson
Lee Financial | 972-960-1001

Craig M. Greenway
SFMG Wealth Advisors 972-960-6460

Cassandra Guerrero
RGT Wealth Advisors | 214-360-7000

Josh Hargrove
Insight Wealth Partners | 972-543-4800

Craig Hausz
CMH Wealth Management | 214-692-5878

Aaron Hays
Carter Financial Management | 214-363-4200

Krista Hinton
RGT Wealth Advisors | 214-360-7000

Jeremy Hudson
RGT Wealth Advisors | 214-360-7000

Ryan W. Huey
RoseRock Wealth Management | 214-220-8989

Kyle Imhof
Clintsman Financial Planning | 817-410-8200

Jean Keener
Keener Financial Planning | 817-993-0401

Sean P. Kelleher
Riverchase Wealth Management LLC | 972-471-9013

Brandon H. Kershaw
Southern Wealth Management LLP | 972-661-4608

Casey Kupper
Cadent Capital | 972-441-4554

John A. Kvale
J.K. Financial Inc. | 214-706-4300

Carl Larimore
Mercer Advisors | 877-799-4647

Lynn Lawrance
Cetera Advisor Networks | 214-358-0758

Bryan Lee
Strategic Financial Planning Inc. | 972-403-1234

Brent Little
Odyssey Wealth Management | 972-636-5037

John W. Loyd
The Wealth Planner | 817-877-0717

Blaine Malcolm
Merit Financial Advisors | 214-423-4200

Laura Maxfield
RGT Wealth Advisors | 214-360-7000

Mark McClanahan
RGT Wealth Advisors| 214-360-7000

Thomas McIntire
Cadent Capital | 972-441-4554

Dallas McKee
Lifeway Financial Corporation | 972-378-3776

Jonathan Meaney
Carter Financial Management | 214-363-4200

Kathy Muldoon
Carter Financial Management | 214-363-4200

Thomas E. Murphy
Murphy & Sylvest Wealth Management | 214-373-8362

Taylor Nipp
SFMG Wealth Advisors | 972-960-6460

Ken Painter
Strata Wealth Advisors LLC | 214-420-7020

Bill Perryman
Perryman Financial Advisory Inc. | 972-770-4800

Jimmy Perryman
Perryman Financial Advisory Inc. | 972-770-4800

Keith Pillers
Ackerman Capital Management | 214-361-5383

Dana Pingenot
RGT Wealth Advisors | 214-360-7000

Patty Priddy
Keener Financial Planning | 817-993-0401

Brandon D. Ratzlaff
Cypress Point Wealth Management |214-736-8887

Mike Reppert
Spectrum Advisors | 972-931-3700

J. Tyler Russell
Carter Financial Management | 214-363-4200

Steven T. Schlegel
SchlegelDunn LLC | 972-754-2693

Candace Scholz
Aspen Wealth Management | 817-546-6353

Tara L. Scottino
True North Advisors | 214-360-7300

Mandy N. Sessler
Clintsman Financial Planning | 817-410-8200

Shashin G. Shah
SFMG Wealth Advisors | 972-960-6460

Roger A. Shake
Legacy Consulting Group | 972-599-4750

Chad Smith
Heritage Financial Planning | 214-446-2100

Taylor Steele
Cadent Capital | 972-441-4554

Helen Stephens
Aspen Wealth Management | 817-546-6353

Bob Stowe
Stowe Financial Planning | 972-733-9959

Emily Swerdlow
HFS Wealth Management | 214-346-0785

Trudy R. Turner
Goldman Sachs Personal Financial Management | 972-409-0885

Jan G. Valecka
Valecka Wealth Management | 972-899-1679

Steven G. Wachs
Legacy Consulting Group | 972-599-4750

Neal Wadley|
BMO Wealth Management | 214-682-6010

Dusty Wallace
Strata Wealth Advisors LLC | 214-420-7020

Christie Williams
Lee Financial | 972-960-1001

Chris Young
Quest Capital Management | 214-691-6090