Jim Crider (CFP®)

Jim Crider focuses in the
following client markets or areas of practice:

Business Owners

High Net Worth Client Needs

Investment Advice with Ongoing Management

Medical Professionals

Retirement Plan Investment Advice

Retirement Planning & Distribution Rules

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.

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.