Overview

Our firm, Tranquility Financial Planning (TFP), is a FEE-ONLY financial planning firm located in McAllen, TX. We have been serving clients all across the Rio Grande Valley, the state of Texas, Utah, and Louisiana as well as Mexico since 2016. We are a Registered Investment Advisory firm with a primary focus on financial planning.

We established our firm to provide our clients with a unique and visionary approach to financial advising. Our approach is to educate our clients first and act as their financial coach. Together, we gather all the necessary documents and information to create our client's financial plan and develop an investment strategy that best suits their needs. Throughout our relationship with our clients, we periodically review their situation and provide them with the best recommendations possible as our goal is to provide our clients with a financial peace of mind.

We pride ourselves on being advisors for the current and next generation of investors. We provide our services for people of all ages and incomes. We do not require a minimum of investable assets and we customize our services to fit our clients’ specifics needs.

We are interested in acquiring small financial advisory firms in strategic markets as we seek to expand our footprint in Texas, Louisiana, and Utah.


Last Activity
6 months or more

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