WHY CHOOSE RIVERCHASE?

We are often asked by clients to explain why they should choose Riverchase Financial Planning, LLC for their financial planning needs.  We believe strongly that our strengths, and the reasons clients should choose our firm are:

Experience

The Principals of Riverchase Financial Planning, LLC are CFP® professionals with more than 28 years combined experience in the field of financial planning.  As Enrolled Agents with the IRS, the Principals at our firm also have extensive knowledge of U.S. tax regulations and their impact on your financial decisions. This knowledge and experience enables us to help clients of various backgrounds and needs in a holistic manner.

Independence and Objectivity

Riverchase Financial Planning, LLC is an independent, Fee-Only financial planning and investment management firm.  Unlike many financial advisors, we never receive any commissions, finder’s fees or any other compensation which is contingent upon you purchasing a particular product.  We are only paid through fees received from our clients.  This structure enables us to remove the conflicts of interest regarding compensation and focus solely on our clients and their best interests.

Scope of Services

The services provided by Riverchase Financial Planning, LLC are built on our 9 Wealth Points process. These areas of one’s financial plan are broad, and enable us to advise our clients on areas that may often be overlooked or ignored by others in the financial industry.  Due to the breadth of our 9 Wealth Points, and the varying needs of our clients, we provide flexibility with regard to our services.  Some clients choose to engage us for a comprehensive financial plan which will address all, or most of the 9 Wealth Points.  Others choose to have us work on a more limited basis, addressing only the areas they are concerned about, or to simply get a “financial check-up” to see how they are doing financially.

Meet Our Team

Riverchase Financial Planning

3419 Cross Timbers Road, Suite 105
Flower Mound, Texas 75028
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Phone: (972) 471-9013
Fax: (972) 375-9663
Office Hours: By Appointment Only

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