Dallas Financial Planning

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    We are not CPAs (we don’t prepare tax returns) or attorneys, but we do believe in financial education. We want you to be empowered to make the best decision possible.

    Dallas Financial Planning

    When you were starting out on your own, your Dallas financial planning probably was limited to making sure that you had enough money to afford groceries next week. But as you continue through life, your financial decisions get more complicated—purchasing your first home, having children, and planning for retirement. Hedgefield’s financial planning services can help you make the right decisions now so that you can be where you want to be in the future.

    Life in Dallas can get expensive. You only need to take a look at skyrocketing housing prices. Why do you need financing planning? Planning for your future can help ensure that you will be able to live comfortably in your retirement. At Hedgefield, we understand what life is like in Dallas and can help you create a plan that lets you continue to enjoy your life here for many decades to come.

    We at Hedgefield Wealth Management realize that all our clients are at different life stages. They have different personal goals. What works for one client won’t necessarily work for you. That is why our wealth management firm offers various investment management and financial planning solutions, based on where you are in life. Hedgefield believes that you should only pay for what you want or need when it comes to wealth management in Dalls. 

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    Dallas Wealth Management 

    Most advisors will offer investment management in Dallas. Some may even throw in financial planning for free. But what is that really worth? Do you get what you pay for? We offer different levels of financial planning services, depending on your personal circumstances. If you just have a few questions, you can pay by the hour. Suppose you have a more complicated financial situation and would like help determining the steps to take to reach your long-term goals. In that case, a standalone financial plan might be more helpful. Perhaps you have a more complicated financial situation or simply want the peace of mind that you are making the right decisions. Our ongoing  Dallas financial planning services can help you every step of the way.

    A Wealth Management Firm Bound by Fiduciary Duty

    No one likes to feel like they are being sold something. For some wealth management firms in Dallas, the only requirement is that they put you in suitable investments. But what if those investments aren’t in your best interest? What if the advisor gets a commission on the products they sell? This can leave you wondering whether the “investments” in your account are really in your best interest or whether they are there to meet a sale quota.

    As a fiduciary, you can rest assured that Hedgefield is doing what is in your best interest. Our investment management process focuses on the person, not just the portfolio. We look at how much investment risk you can tolerate. We also incorporate your financial planning into our investment management. Maybe you don’t need the money right away, and you have the capacity to take more risk. Or perhaps your financial plan may require you to take more risk. Everyone’s situation is different. What isn’t different is the fiduciary standard. We always put your best interest above our own.

    Financial Planning services

    Wealth Management That Fits Your Needs 

    Some people think that wealth management services in Dallas are only for the “wealthy.” However, today’s world can be complicated. Throughout your life, you will have the opportunity to make several decisions that can impact you or your family’s financial being. It’s easy to get too focused on decisions that don’t matter while not being aware of issues that could blindside. With sound financial planning, you have a framework to address these life events. And with Hedgefield, you get professional advice that will allow you to focus on the things that truly matter most.

    Hourly financial planning can help you make a major financial decision or answer questions about your different options. You’ll gain access to an experienced financial professional that can help you figure out college savings, retirement planning, purchasing a rental property, or any other major decision you need to make. 

    If you would like a little more detailed advice, a standalone financial plan might be right for you. We will look at the big picture of your personal situation, take into account wider trends in Dallas and beyond, and create a plan that you can follow for years to come so that you can be confident you will reach your financial goals.

    For a more long-term relationship with a financial planner, we offer ongoing Dallas financial planning. Any time you have a financial question, we are available to help. This service will help you plan your life in Dallas today and wherever life may take you in the future. Wealth management firms vary widely, but at Hedgefield, we focus on service. Your financial advisor will take the time to get to know you and help you make the best possible choice for your future. We offer a range of services to help you choose the wealth management plan that is best for your needs.

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