WHY CFP?

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Work with a cfp

Richard is a CFP. Richard is committed to educating and empowering clients and helping them build wealth by investing for the long-term.

Our financial planning process consists of seven steps:

Step 1:

Understanding your personal and financial circumstances

Step 2:

Identifying and selecting goals

Step 3:

Analyzing your current course of action and examining potential alternative courses of action

Step 4:

Developing financial planning recommendation(s)

Step 5:

Presenting and reviewing finanical planning recommendation(s) in understandable terms

Step 6:

Implementing the chosen recommendation(s)

Step 7:

Monitoring, reviewing and updating your progress

schedule a meeting

Contact Richard Becker, your trusted financial representative at Texas Retirement Planners, for guidance towards securing your financial future.

Reach out to us today to schedule a consultation and discover personalized strategies tailored to your retirement goals. Let us help you make informed decisions and pave the way to a prosperous retirement.

Phone

(832) 374-0141

address

2717 Commercial Center Blvd. STE E200
Katy, TX 77494

Let’s Chat

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