Premier Life Planning
Located in Houston, Texas
Address: 2800 S Hulen St #208, Fort Worth, TX 76109, United States
Phone: +1 817-737-6386
Rating: 5
Services
- Wheelchair-accessible car park
- Wheelchair-accessible entrance
Categories
- Investment service
Photos
Latest AC Repair Services in Houston
Comments
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Review 1 (2020-11-12 - Rating: 5)
I am so pleased after meeting with the team at Premier Life Planning and just had to share my experience. What sets Premier apart from the others I had been to in the past is they focus on the whole picture. Others just ran reports based on our goals and made recommendations from those results on where to place investments. Premier not only does that, but they recommend tools to help you better manage your finances including ways to pay off debt (student loans, mortgage, etc.) while investing, as well as safe investing and tax free retirement. No one had ever even mentioned being tax free in retirement! I am a very skeptical person and research everything so I have to say I really put them to the test. They were very patient with all my questions giving me explanations to make sure I understood everything. After reviewing my research and what they provided, it was a no brainer. What they recommended for my financial situation far exceeded where I would be had I stayed in my present situation. They are fiduciaries so they put the clients interests first. Also, consultation is free! Why would you not find out all you can!