Belonging Wealth Management - Fiduciary Financial Advisor

Belonging Wealth Management is a fee-only financial planning firm dedicated to helping individuals plan for retirement. They believe in understanding your unique vision for your life and tailoring recommendations to fit your personal journey. Their comprehensive approach assesses your entire financial profile, from investment portfolios and retirement accounts, to withdrawal strategies and tax minimization. Their comprehensive service includes developing and implementing a plan, managing investments, and preparing your tax return. Based in Longview, TX, they serve clients across East Texas providing expert guidance to help you plan to, and through, retirement. Clients have praised the team at Belonging Wealth Management for their exceptional service and expertise. They have been described as "really helpful and always there" when clients have questions, and "extremely knowledgeable, honest but not pushy, and truly aim to serve" their clients' goals. Clients have also noted that the team provides more valuable advice in one meeting than they received in 15 years from a previous financial advisor. Overall, Belonging Wealth Management is highly recommended for anyone seeking comprehensive and personalized financial planning services.