CFP®, RICP®, EA
Krishna Wealth Planning LLC
CFP®, RICP®, EA
Krishna Wealth Planning LLC
As a fee-only financial planner, I provide unbiased and process-based advice. The goal is to help you attain an abundant life now and build a secure foundation for the future. - Neil Krishnaswamy, CFP®, RICP®, EA
Fee-Only financial planning and investment management located in McKinney, TX, serving clients in the Dallas area and virtually across the country
Neil Krishnaswamy is a McKinney, TX fee-only financial planner. Krishna Wealth Planning LLC provides integrated financial planning, investment planning and debt management to help clients organize, grow and protect their assets through life’s transitions. As a fee-only, fiduciary, and independent financial advisor, Neil Krishnaswamy is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.
I'm Neil Krishnaswamy, founder of Krishna Wealth Planning. My passion is helping families live an abundant life now while building a strong foundation for the future. With a diverse background as both a technology professional and advisor for a wealth management firm, I use a process-based approach to manage the complexity of my clients’ lives and execute the details of their financial and investment plans. Krishna Wealth Planning has service offerings ideal for Gen X families and Baby Boomers seeking retirement income planning.
Neil Krishnaswamy is a Member of the National Association of Personal Financial Advisors
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors - highly trained professionals who are committed to working in the best interests of those they serve.
NAPFA members live by three important values:
- To be the beacon for independent, objective financial advice for individuals and families.
- To be the champion of financial services delivered in the public interest.
- To be the standard bearer for the emerging profession of financial planning.
Krishna Wealth Planning Advises Families on their Path of Living an Abundant Life Now While Building a Foundation for the Future
Krishna Wealth Planning has service offerings ideal for Gen X families along with Baby Boomers seeking retirement income planning. My core service offering is integrated financial planning accessed through a monthly subscription. The premium service offering includes both integrated financial planning and investment management. Please see the firm’s website for more details on services and pricing. You may also schedule a free discovery consultation to learn if these services are the right fit for you and your family.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
- Comprehensive Financial Planning
- Retirement Income Planning
- Investment Management
- College Education Planning
- Tax Planning
- Retirees and Near Retirees
- Gen X & Growing Families
- Business Owners and Executives
- Technology Professionals
- Medical Professionals
- In-Office Meetings
- Virtual Meetings
- Clearly Defined Fees
- No Product Sales
- Complimentary Initial Consultation
Professional Designations & Affiliations
Neil Krishnaswamy is a NAPFA-Registered Financial Advisor
The National Association of Personal Financial Advisors (NAPFA) is a leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve.
Neil Krishnaswamy is a Member of the XY Planning Network
The XY Planning Network is the leading organization of fee-only financial advisors who are focused on working with Generation X and Generation Y clients. Our mission is to connect consumers with best-in-class financial advisors who specialize in working with clients just like you.
Neil Krishnaswamy is a CERTIFIED FINANCIAL PLANNER™ Professional - Click for Verification
CFP® professionals are held to strict ethical standards to ensure financial planning recommendations are in your best interest. What’s more, a CFP® professional must acquire several years of experience related to delivering financial planning services to clients and pass the comprehensive CFP® Certification Exam before they can use the CFP® designation.
Neil Krishnaswamy is a Retirement Income Certified Professional® (RICP®)
A professional designation for experienced financial advisors and investment managers who have passed coursework to become experts in retirement income planning. A Retirement Income Certified Professional® helps retirees and near-retirees develop and implement a plan for managing the financial assets they have accumulated for retirement and a set realistic budget to help meet life goals.
Neil Krishnaswamy is an Enrolled Agent (EA) with the IRS
An enrolled agent is a federally authorized tax practitioner empowered by the U.S. Department of the Treasury to represent taxpayers before the Internal Revenue Service. Enrolled agent status is the highest credential awarded by the IRS.
Neil Krishnaswamy is a Member of the Global Financial Planning Institute
Neil Krishnaswamy is Quoted in ThinkAdvisor: "Advisors’ Advice: You Don’t Have to Major in Business to Be a Financial Planner"
Neil Krishnaswamy is Quoted in Financial Planning Magazine: "How to help wealthy clients pay less for college"
Neil Krishnaswamy is Quoted on Barrons: "Yes, You Can Use Reverse Mortgages as a Retirement Planning Tool. But Beware the Risks"
Neil Krishnaswamy is Quoted on Kiplinger: "Time Claims to Maximize Social Security Benefits"
Neil Krishnaswamy is Quoted in US News and World Report: "Will You Really Live on Less in Retirement?"
Neil Krishnaswamy is Quoted in the Wall Street Journal: "An Artist Wants to Pursue His Dream. Can He Afford To?"
Neil Krishnaswamy is Quoted on The Beacon: "Medicare surcharges for richer recipients"
Neil Krishnaswamy is Quoted in MarketWatch: "My uncle with dementia needs long-term care—should I refinance his house?"
Neil Krishnaswamy is Quoted on CNBC: "Nearly 6 in 10 workers are still recovering after the Great Recession"
Neil Krishnaswamy is Quorted on Carefree Retirement Funding "Reverse Mortgages Can Be a Positive Retirement Planning Tool"
Neil Krishnaswamy is Quoted in US News and World Report: "11 Tips to Spring Clean Your Retirement Investments"
Neil Krishnaswamy is Quoted on Nasdaq.com: "The Retirement Planning Blunder That 65% Of Americans Make, And How To Avoid It"
Neil Krishnaswamy is Quoted on CNN Money: "5 money resolutions to make in 2016"
Neil Krishnaswamy is Quoted on WQAD: "4 things first-time homebuyers need to know"
Neil Krishnaswamy is Quoted in The Washington Post: "What to do if you’re 50 and haven’t saved for retirement"
Neil Krishnaswamy is Quoted on Amerian Financial Insurance Services: "Time Claims to Maximize Social Security Benefits"
Neil Krishnaswamy is Quoted on CNN Money: "These bad money habits are keeping you from getting rich"
Contact Neil Krishnaswamy
5900 S Lake Forest Dr
McKinney, TX 75070