What You Should Know for May 23rd, 2022
Fluent Financial on Jeff Crilley
Fluent Financial's March Webinar 2022
We understand that with wealth comes responsibility. We can help you effectively manage this responsibility, giving you more wealth-building opportunities and time to live the life you want.
Weekly updates to keep you financially fluent
When is the last time you updated your Retirement Acceleration Plan (RAP™) ?
Initial review of current retirement plan and date
We offer a complimentary review of your current investments and the risk in your portfolio. Then we will let you know if they align with your desired retirement date and can provide the income for the lifestyle you desire.
Updated plan with new dates- RAP™
We gather the necessary data and move forward to validate existing approaches, assumptions, and discover possible shortfalls. Then we identify the appropriate strategies and action steps to determine how your resources can effectively address your needs and goals.
Implementation and acceleration of new plan- RAP™
Investment models and portfolio analytics are combined into a comprehensive blueprint. This provides a wealth-building and income strategy to shorten your path to retirement with a smaller nest egg.
Let us help you retire sooner with a better lifestyle™.
MITCH KRAMER, MBA, CFP®
FOUNDER & CEO
Welcome to Fluent Financial! You’ve worked hard to become successful. We understand that.
Our comprehensive approach can help you take better control of your financial destiny. We are a Dallas-based wealth management firm that provides objective investment advice, comprehensive tax strategies and financial planning services.
I started Fluent Financial in 1996 and have focused on financial planning in the Dallas area for over 25 years. I am a Certified Financial Planner® and earned a BBA in Finance from Texas Tech University and a MBA with an emphasis on Strategic Planning from the University of Texas at Dallas.
Since starting Fluent Financial, we have been recognized as a Five Star Wealth Manager, one of the leading wealth managers in Texas by Forbes, and WomenCertified with the Women’s Choice Award.
How can we help you?
Award based on 10 objective criteria associated with providing quality services to clients. Objectives include: credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2013 – 2021 Five Star Wealth Mangers.
The Women’s Choice Award (r) by WomenCertified, Inc. is a recognition award for advisors who provided quality service to their female clients. The Award is based on 17 objective criteria associated with providing quality service to women clients such as credentials, experience and a favorable regulatory history. Financial advisors may have paid a basic program fee to cover the cost of comprehensive review and client survey.
The Forbes Leading Wealth Managers of Texas is awarded based on the following criteria: fee only or fee-based practice, RIA or IAR status, no unresolved lawsuits or grievances, advanced certification, comprehensive financial planning services offered and 15+ years of industry experience.