Brandon Renfro (CFP®, PhD, RICP®)

Brandon Renfro focuses in the
following client markets or areas of practice:

  • AUM
  • Retirement Planning & Distribution Rules

Planning Specialties

Tax-Efficient Retirement Withdrawal Planning

Additional Information

I am a Fee-Only financial planner located in Hallsville, TX, serving Marshall, Longview, the greater East Texas region, and clients across the United States. I provide comprehensive financial planning, retirement planning and investment management to help individuals and families preparing for retirement. As a fee-only, fiduciary, and independent financial advisor, I am never paid a commission of any kind, and have a legal obligation to provide unbiased and trustworthy financial advice. I help you plan your optimum retirement income strategy. You've saved your whole life for retirement, and now it's time to use that savings to relax and spend your time the way you want to. We will figure out together the best way for you to distribute your savings and account for investment risks, taxes, and an uncertain future.

NAPFA Start Date

April 29, 2019

Submit
Submit

This Office

111 New Braunfels Ln Hallsville, TX 75650-9507 Phone: (903) 471-0624