Precedent Wealth Partners

Just like a leaky roof, debt can quietly damage your financial "house". In our latest blog, we explore how estate planning can safeguard your legacy and protect your loved ones from unforeseen financial burdens. Discover essential strategies to manage debt and secure your family's future with expert insights from Precedent Wealth Partners. Read more to ensure your financial foundation is strong and ready for generations to come: https://lnkd.in/eCBP2mXC

How do you know if you have enough savings to last you through retirement ? With today's longer life expectancies, it's crucial to ensure your retirement income lasts a lifetime. Our latest blog dives into essential strategies to help you and your family build sustainable income streams that will keep you comfortable for decades. Click the link below to read more: https://lnkd.in/guKa3_Gs #RetirementPlanning #FinancialAdvisors #WealthManagement

Join the Precedent team as they discuss current market cross-currents, including the pullback in stock prices, rising oil and gas prices, and increasing gold and silver values. Gain insights for informed decision-making. Watch our latest video! https://bit.ly/44k7PXj

This is a great article. It is a reminder that the key to successful wealth management, at any level, is clear and easy to follow advice from the advisor to the client. Dave Ramsey has obviously figured that out.

Join us in welcoming Mariah Cooper (Willis) to the Precedent team! Mariah works alongside Precedent’s wealth advisors to ensure that clients are provided with financial peace of mind, and that their day-to-day needs are handled expeditiously. She also assists the Precedent operations team to continually optimize the client experience. Learn more about our team by visiting: https://bit.ly/3OSyzbi.@

We believe you deserve a complete, holistic planning experience – one that goes beyond investments to fully address your distinct goals, challenges, and aspirations. We are an independent, Texas-based RIA with more than a century of combined experience between our founding partners, serving the diverse needs of individuals and families. Learn more about us. https://bit.ly/3KSRNet

Precedent is an independent, Texas-based RIA for long-term, full-service financial planning and investment management. Our goal is simple. We want to set a new precedent in providing a genuine partnership offering unbiased advice with no external influences. We are committed to aligning our interests with yours. Learn more about us and let's get started. https://bit.ly/3KSRNet

The commencement of a new year provides an ideal opportunity to realign our focus and establish distinct financial objectives for the upcoming months. Discover the top 3 three myth-busters we found for creating clear and measurable personal or business goals in 2024. If you require assistance in initiating the process, Precedent Wealth Partners is a full-service independent financial planning and investment management firm – modeled for long-term wealth advisory. We're committed to providing our clients with unbiased comprehensive advice, that allows us to treat you like a fellow partner, creating a complete alignment of interests. Learn more on how we can assist you with your financial journey: https://bit.ly/48Arx1Y #PersonalFinance #FinancialPlanning #RetirementPlanning #FinancialAdvisor #investmentstrategy #wealthmanager

Cheers to a year filled with joy, laughter, and endless opportunities! Happy New Year!

May 2024 bring joy, achievements, and moments of personal growth. Here's to a renewed journey and fresh opportunities! We wish you and your family a happy holiday! A video message from our Founding Member, Managing Director, and Chairman, Harold Williams, CPA/PFS, CFP® is attached. https://bit.ly/4aHFvRt