CFP® professionals in Longview Texas
Retirement is yours to enjoy. We’re here to help you make the most of it.
Until we get the opportunity to hear your story, here's a bit about ours.
Brandon Renfro Ph.D., CFP®, RICP, EA
Hi, I’m Brandon. I live in Hallsville, TX with my wife, Callie, and our two kids. As a former professor of finance, I am accustomed to simplifying complex topics and explaining them in plain English.
I am an Infantry Major in the Arkansas Army National Guard.
Ph.D. / Finance, Hampton University
MS / Finance, Texas A&M University – Commerce
MBA / Business, Texas A&M University – Texarkana
BBA / Finance, Southern Arkansas University
In addition to my academic background I have earned a specific set of professional credentials that allow me to offer specialized advice in the area of retirement income planning.
I consider it among my greatest honors in life to help people find true freedom and joy in their retirement!
Den Murley, CFP®, FBS®
Hi, I’m Den (like a lion’s den)! My initial interest in personal finance began from a desire to help my family following the death of my dad. My wife Brittany and I have a son, Houston and a daughter, Opal.
Here’s a bit about my background:
- Master of Science in Personal Financial Planning; Kansas State University
- Graduate Certificate in Financial Therapy; Kansas State University
- Master of Business Administration; The University of Texas at Tyler
- I have worked in higher education and as a commercial insurance underwriter in Houston.
- My specific areas of interest within financial planning include estate planning, retirement strategies, financial therapy, and behavioral finance.
We take our work seriously.
As well as being CFP® professionals we have chosen to be members of additional professional associations and organizations.
We believe the benefits from these organizations transfers into each of our clients’ lives and retirement plans.
CERTIFIED FINANCIAL PLANNER™ CFP®
This is the gold standard of financial planning certifications and covers a broad range of areas. In addition to general financial planning, CFP® professionals must be knowledgeable about investments, taxation, retirement planning, and risk management.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Retirement Income Certified Professional (RICP)
This tightly focused credential is a deep dive into all things retirement income planning. From understanding distribution strategies and their application to structuring investments to support income in retirement and Social Security, retirement taxes, and the income planning process.
IRS Enrolled Agent (EA)
Enrolled agents are tax experts that demonstrate knowledge of tax law by passing a three-part examination series over the U.S. Tax Code. Although I don’t prepare tax returns, the work I do for clients requires me to understand the impact of taxes and incorporate that knowledge into client plans.
Certified Financial Behavior Specialist®
Issued by the Financial Psychology Institute®, the FBS® credential incorporates the fields of financial psychology and financial behaviors into the financial planning and mental health professions.
The Institute for the Fiduciary Standard
We subscribe to Real Fiduciary™ Practices through the Institute for the Fiduciary Standard.
From their website: Founded in 2011, the Institute for the Fiduciary Standard is a research and education institution – a think tank – whose single purpose is to promote the vital importance of the fiduciary standard in investment and financial advice.
The National Association of Personal Financial Advisors
From their website: NAPFA is the country’s leading professional association of Fee-Only financial advisors—highly trained professionals who are committed to working in the best interests of those they serve. Our rich history began in 1983 when a group of advisors simply wanted to serve their clients without muddling the relationship with commissions. Since then we have developed high standards in the field and each advisor must sign and renew a Fiduciary Oath yearly and subscribe to our Code of Ethics.
XY Planning Network
From their website: We strive to maintain the highest membership standards of any organization for financial advisors. Why are these membership standards important to us? Because providing financial planning to the next generation is the core of what we do. We believe everyone deserves professional financial advice, regardless of age or assets.
Financial Planning Association
From their website: For 25 years, the Financial Planning Association® has been the leading membership organization and trade association for CERTIFIED FINANCIAL PLANNER® professionals and those engaged in the financial planning process. FPA is proud to be your partner in planning by helping you realize your vision of professional fulfillment through practice support, learning, advocacy, and networking.
Financial Therapy Association
From their website: The Financial Therapy Association (FTA) is an organization comprised of professionals dedicated to the integration of cognitive, emotional, behavioral, relational, and financial aspects of well-being. The FTA exists to unite professionals from multiple disciplinary backgrounds to foster the financial therapy profession, disseminate cutting edge research, best practices, and training that enhance client quality of life, and shape public policy and practice management standards within financial therapy.
Fee-Only Network
From their website: Fee-Only advisors are ONLY compensated by the client and NEVER make commission by selling financial products, or receiving kickbacks from brokerage firms. Our platform gives consumers easy access to profiles of vetted financial advisors working under a transparent fee structure with a legal obligation to provide unbiased financial advice. No sales. Period.
Calm the chaos.
Retirement can feel like a puzzle with lots of moving pieces and only one chance to get it right.
At Belonging Wealth Management, we love the challenge of partnering with individuals to discover their unique path to a fulfilling future. You’re the boss of your retirement. We simply offer effective tools and clear guidance to help you make it what you want.
Let's start with a conversation.
YOU'LL NEVER FEEL PRESSURED TO PARTNER WITH US — PROMISE.
1
Tell us what's prompting you to reach out.
When you click “Start the Conversation,” you’ll provide basic information and we’ll respond within one business day.
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We'll schedule a time
to chat.
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Then, move forward when you're ready.
Personable Service.
Establishing good relationships with our clients is foundational to our work. We love getting to know you and are always easy to engage with.
Straightforward Advice.
As fee-only fiduciaries, we are legally bound to act in your best interest. As humans, we're committed to open and honest conversation.
Effective Solutions.
With professional expertise, years of experience, and a sincere care for your success, we are equipped to develop a plan that truly serves you well.