Prudence Planning is an independent registered investment advisory firm based in Georgetown, TX, offering fiduciary-focused advisory services. They provide recommendations for third-party investment advisors based on clients' objectives, along with ongoing monitoring and support for client accounts.
With a 7-step approach, Prudence Planning helps clients determine their risk tolerance, allocate investments across different categories, review manager performance, and make necessary portfolio adjustments. They also emphasize the importance of individual fixed income tools to protect against market volatility and offer specialized expertise in managing fixed-income strategies.
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