Jim Crider (CFP®)
Jim Crider focuses in the
following client markets or areas of practice:
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
- Business Owners
- Estate & Generational Planning Issues
- High Net Worth Client Needs
- Investment Advice with Ongoing Management
- Medical Professionals
- Retirement Plan Investment Advice
Planning Specialties
Our firm is focused on comprehensive financial planning with particular expertise in retirement planning, exit strategy for business owners, and helping achieve early financial independence. In addition, we work extensively with tax planning and investment management. We know that our clients have unique goals, decisions to navigate, and needs to address. We believe that your planning experience should be tailored to you; that your planning should be INTENTIONAL.Additional Information
I live in the once-small town of New Braunfels, Texas with my wife, Kendra, and our four children, Atticus, Asher, Arlo and Adeleine. When I’m not engaged in a conversation about life and money, I can be found at Landa Park with our kids, playing board games, or in the mountains on an adventure.NAPFA Start Date
September 17, 2021
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