Blanchard Wealth Partners, LLC
Blanchard Wealth Partners, LLC
As a fee-only financial planner and CPA, my focus is to offer unbiased financial advice to help entrepreneurs, small business owners, and key decision-makers achieve their financial goals. - Sonny Blanchard, CPA/PFS, CFP®
Fee-Only financial planner and CPA located in Richmond, TX, dedicated to providing exceptional service and advice to clients locally and across the country.
Meet Sonny Blanchard
Sonny Blanchard is President and Chief Operating Officer of Blanchard Wealth Partners located in Richmond, TX.
As a Certified Public Accountant, Personal Financial Specialist, and CERTIFIED FINANCIAL PLANNER™ professional, I am uniquely positioned to help small business owners, entrepreneurs, and young executives find clarity, direction, and purpose in their financial lives.
My career has taken me down a variety of paths, but it has always been important to be to share my knowledge and experience with others like me. I'm talking about you highly motivated self-starters, entrepreneurs, and decision-makers. You find satisfaction in a hard day's work, and you push yourself to your limits. You're out there creating, selling, directing, motivating, and changing the world. You find joy in serving others.
This is exactly why I got into the business of helping people and why I enjoy what I do. I love the challenge of educating and advising you on the intricacies of managing your personal and business finances as well as discovering and implementing solutions that help you reach your financial goals.
Have you ever asked yourself these questions?
- How do I best integrate my business and personal finances while managing cash flow?
- How do I transition from employee to self-employed?
- How do I protect my personal assets from my business activity?
- What insurance do I need to protect my family and my business?
- How do I pay myself from by business? How much?
- How do I select the right legal and tax entity for my business?
- How do I save for retirement? How much? What type of plan is best?
- What are my tax obligations? How do I pay less taxes?
- Do I need to make estimated payments? What are estimated payments?
These questions are exactly the ones that require a professional with the right education, credentials, and experience to answer. And who better to partner with than someone who understands the trials and rigors of small business ownership and entrepreneurship? Let us help you navigate through the tough financial decisions so you can continue to Focus on Your Passion.
If you'd like to schedule a free consultation, send me a message at email@example.com, call us at (346) 239-1401, or visit our website at www.blanchardwealth.com.
Fee-Only, Fiduciary, Independent: Three Important Criteria to Consider When Choosing a Financial Advisor.
Professional Designations & Affiliations
Sonny Blanchard 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.
Contact Sonny Blanchard
121 Farm to Market 359
Richmond, TX 77406