Personal Financial Planning

Personal Financial Planning

Our expertise doesn’t stop at typical CPA firm offerings. For those who desire an even more comprehensive solution to complete their financial picture, we offer personal financial services as follows:

  • Retirement Planning
  • Education Planning
  • Insurance/Risk Management Planning
  • Cash Flow/Budget Planning
  • Estate Planning
  • Investment Management

By combining your business advisory, personal and business maintenance, and personal financial planning services, we can offer a completely comprehensive solution to serve as your partner in financial health, all for one fixed monthly price.

Financial planning and investment management services are offered by our Registered Investment Adviser affiliate firm, Blanchard Wealth Partners. For more information about Blanchard Wealth Partners, you can visit the website at, call 346-239-1401, or email


121 Farm to Market 359 Rd
Richmond, Texas 77406

Call us: 346-239-1400

Contact Us

Cash Flow Management

Retirement Planning

Investment Planning

Financial Risk Management

Insurance Planning

Tax Planning

121 Farm to Market 359 Rd Richmond, TX 77406
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