*We can handle these types of plans if need be. *We are not CPAs and do not prepare tax returns nor are we attorney’s.
Financial Planning Services in Denton
Most people only make a few major financial decisions in their lifetime. They buy real estate, choose how to invest for retirement, and decide how much to spend educating their children. Each of these choices has a major impact on your long-term financial well-being. That’s where a wealth management firm comes in. A financial planner can advise you on decisions that help you achieve your goals.
Life in Denton, Texas, is not cheap. Buying real estate or starting a business here can be expensive, but it is also a fantastic place to live. If you want to continue to enjoy life in Denton long into your retirement, planning well is essential.
That’s where Hedgefield wealth management can help. We know Denton well and understand that every client has different needs. We will get to know you and your personal goals to help you make the investment management decisions to get there. We offer a wide range of financial management services so that you only pay for what you need. We are not CPAs or attorneys and do not prepare tax returns.Book Appointment
Wealth Management in Denton
Our financial advisors offer a range of services, so there is something that will fit anyone. Depending on the kind of help you need, you may benefit from a one-time appointment, a comprehensive financial plan, or ongoing services from a financial planner. Whether you are just starting out in your career or are a couple years from retirement, we can help you manage your finances and reach your goals.
Is Financial Management Right for You?
If you have a relatively simple financial situation, you might think that private wealth management is not for you. However, a short-term financial advisor in Denton can help you make the kinds of decisions that will set you up for success in the long term. On-demand financial management is affordable and can set you up for financial comfort in the future.
If you are trying to make a decision regarding your portfolio management, talking to a financial advisor can help you choose what’s best for your family and goals. You can meet with us once or schedule an hourly session whenever you need advice. Either way, we are happy to be your financial sounding board.
If you would like a more detailed plan, laying out everything you need to do to retire comfortably or reach another financial goal, a standalone plan might be the right choice for you. We can create a plan that you can follow for decades to be confident you are on the right track. We also offer long term private wealth management, which provides personalized advice from someone who really knows you. When you work with us consistently, you can trust that you are always receiving the most personalized advice from someone who understands your goals. Our asset management firm offers a range of services; we specialize in finding the right fit for your needs.
An Asset Management Firm Bound by Fiduciary Duty
When choosing a suitable wealth management firm, it’s important to find the right company. Many asset management firms put you in investments that are simply available. These asset managers are primarily focused on meeting sales targets instead of your best interest.
At Hedgefield, our asset management process is entirely different. To incorporate your financial planning into our asset management, we look beyond the portfolio and focus on the person and the level of risk they can take. As a fiduciary, you can rest assured that Hedgefield has the financial expertise needed to help you make the right choices for your future. If you desire ongoing investment management assistance, opt for multiple meetings with your financial planner per year. At Hedgefield, our asset management services start from $2,000 to $5,000 per year, depending on the services selected.