Is Pecan Financial by appointment only?

No, Pecan Financial is not by appointment only.

Specialties

As wealth managers and financial planners, we stand out when it comes to helping those in and near retirement. With formal training in retirement planning, we are leaders in our area with retirement distribution planning, social security timing, and legacy planning. We are the only financial advisor between Austin, TX, and Oklahoma to be rated "Best" by the National Association of Senior Advocates. Our distribution planning looks at taxation, sequence of returns, estate objectives, and each client's goals and personal values. We have earned the "Neighborhood Favorite" on Nextdoor.com each year since we moved our office to its current location in 2020 and work hard to be the most trusted fee-only fiduciary advisors in the area.

History

Established in 2018.

Our financial practice moved from the North Dallas "Northpark Mall" area in 2018 to the Clearfork area of Ft. Worth in 2018 and then into Pecan Plantations Village Shopping Center in 2020, when office space became available. As the needs of our clients led us to develop unique skill sets, our focus has become narrower and deeper as we specialize in serving clients who are in and near retirement. We have also moved away from a commission-based model to fee-only to help keep serving our clients as fiduciary advisors simpler and more transparent.