Sara Murphy - Financial Planner
Business hours
| Monday | 7:00am to 8:00pm |
| Tuesday | 7:00am to 8:00pm |
| Wednesday | 7:00am to 8:00pm |
| Thursday | 7:00am to 8:00pm |
| Friday | 7:00am to 8:00pm |
| Saturday | 7:00am to 8:00pm |
| Sunday | - |
About us
Rethink Wealth helps individuals, families, and business owners gain clarity and confidence in their financial future. Serving clients near Driftwood, TX, our consultants and wealth managers provide holistic planning that aligns investments, tax strategy, and protection into one coordinated plan.
Our retirement planning includes pre-retirement preparation and retirement income strategies designed for a smooth transition into your next stage of life. We specialize in family wealth management, business owner financial planning, and long-term investment strategy development tailored to your goals.
From portfolio management and estate planning to health insurance guidance and life insurance protection strategies, we deliver tax-efficient, fee-based guidance focused on lasting security. Schedule your comprehensive financial plan review today and move forward with confidence.
| Tags | Financial Planner Near Driftwood TX, Wealth Management For Families, Retirement Planning Services, Investment Portfolio Management, Holistic Financial Planning, Tax Efficient Wealth Planning, Pre Retirement Planning Strategies, Retirement Income Planning, Financial Planning For Business Owners, Estate & Legacy Planning, Risk Management & Asset Protection, Cash Flow Planning Services, Long Term Investment Strategy, Comprehensive Financial Plan Review, 401k & IRA Rollover Guidance, Wealth Building Strategies, Financial Coaching For Professionals, Trusted Local Financial Advisor |
| Services | Estate & Legacy Planning, estate planning, financial coaching, Capital Gains Tax Strategy, cash flow management, Tax Efficient Wealth Planning, Tax Strategies for Business Owners, wealth management, Family Wealth Transfer Planning, Risk Management & Asset Protection, risk management, Life Insurance, Financial planning, Comprehensive Financial Plan Review, Wealth Building Strategies, Insurance Planning & Analysis, Financial Planning For Business Owners, Disability Insurance, Cash Flow Planning Services, Wealth Management For Families, retirement planning, Long Term Investment Strategy Development, Small Business Financial Strategy, business succession planning, tax strategy, Insurance Agent, investment management |