Long, Jordan

At 4Points Planning, we understand the many concerns individuals and families face as they prepare for retirement, whether that is five or fifteen years away. Our goal is to help clients feel confident about their future and pursue their vision of a comfortable retirement. Through our comprehensive approach, we develop customized retirement strategies that address clients’ individual needs and goals, both short and long-term. Retirement is a significant milestone in one’s life. Our mission is to help make that transition more manageable and less stressful by building a personalized retirement strategy and offering ongoing support, unbiased advice, and objective guidance.

Heritage Financial Planning is a trusted financial planning firm based in Dallas, Texas. With decades of experience, their team of expert financial advisors specializes in providing personalized and comprehensive financial planning services to clients from all backgrounds, including executives, government leaders, physicians, attorneys, trust beneficiaries, and entrepreneurs. As fiduciaries, they prioritize their clients' best interests and offer independent advice, free from sales pressure or commissions. Their fee-only approach fosters open dialogue and long-term relationships, ensuring that clients receive the best possible care and peace of mind for their financial future. With a commitment to excellence and extensive knowledge in all aspects of financial planning, Heritage Financial Planning stands out from other firms in the industry. They offer services such as insurance planning, lump sum distribution, college planning, retirement planning, and charitable legacy planning. Whether you're in Dallas or surrounding areas like Grapevine, Plano, or Fort Worth, their team is dedicated to helping you navigate the complexities of personal finance and achieve your financial goals.Generated from the website

HFS Wealth Management is a trusted advisory firm based in Dallas, TX, that has been providing comprehensive wealth management services to affluent individuals, families, business owners, and institutions since 1994. Their goal is to simplify and optimize their clients' financial lives, allowing them to focus on managing their most valuable asset - time. With a range of services including retirement and retirement income planning, estate planning, cash flow analysis management, risk management, and income tax planning, HFS Wealth Management offers a holistic approach to financial planning. They also provide strategic business consulting, foundation endowment planning, pre-marital and post-divorce planning, and investment services tailored to meet individual needs, including traditional and alternative investing, public and private investments, and ongoing monitoring and reporting.Generated from the website