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WELCOME TO RETHINK WEALTH | Financial Planners serving Fort Worth and Houston

At Rethink Wealth we know when it comes to choosing a financial professional the list is endless. By choosing Rethink Wealth you become a member of our family. A family of financial professionals that specialize in working with white coat professionals and small business owners to help you navigate life’s mysteries. All of us have gone through a journey to get where we are today, and every one of Rethink Wealth’s financial professionals have experienced the professional treadmill and chose a path that leads to a destination. Rethink Wealth knows how to disrupt the status quo and we want to help you do the same.

Rethink Wealth knows it's your life and, you should live it the way you want. Our financial professionals believe that knowledge leads to independence and why we provide financial education to our clients. Together we’ll leverage your goals with smart financial advice to help ensure you’re in the driver's seat for years to come. Don’t be satisfied with tradition. Take control, free yourself, and live the life you want.

Ready for the next step? We can help.

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Over the last 15 years, we have helped 905 families across 50 different states.

Helpful Content

Curated articles, videos, and more for a more financially savvy you.

Retirement

Steps to consider so you can potentially accumulate the money you'll need to pursue the retirement activities you want.

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Investment

Create an investment strategy that's designed to pursue your risk tolerance, time horizon, and goals.

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Insurance

A well-structured insurance strategy can help protect your loved ones from the financial consequences of unexpected events.

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Lifestyle

How to strike a balance between work and leisure is just one aspect of the wide-ranging Lifestyle matters.

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Business Planning

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Premium Financing

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Executive Benefits

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Individual Planning

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Estate Planning

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Charitable Planning

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