East Texas has its own pace, its own values, and its own financial landscape. From Tyler and Longview to Jacksonville, Lufkin, and Nacogdoches, the families and business owners here face planning challenges that are specific to this region — and deserve an advisor who understands them.
At Intentional Living Financial Planning, we bring comprehensive, fee-only financial planning to East Texas — and unlike most firms, our advisor Cade Grimm, CFP® lives in the region. That means you get a planner who knows the community, understands the local economy, and is available for face-to-face conversations when you need them.
We serve East Texas clients both in person and virtually.
Who We Work With in East Texas
Retirees and pre-retirees. Many of our East Texas clients have spent careers in healthcare, education, energy, and public service. They're approaching retirement or already in it — and they need a plan that turns decades of work into sustainable income, a thoughtful legacy, and the freedom to enjoy the life they've earned.
Business owners. East Texas is home to a wide range of privately held businesses — medical practices, construction companies, agricultural operations, and service businesses. We help owners navigate entity structure, tax strategy, cash flow planning, and eventually a business exit that translates into lasting personal wealth.
Families with land and real estate. Land is central to life in East Texas. Timber, hunting properties, agricultural land, and rental properties all play a role in the financial picture. We help families evaluate these holdings as part of a total plan — including agricultural exemptions, 1031 exchanges, property tax strategy, and how real estate fits alongside other investments and goals.
Young families building intentionally. Not every client is approaching retirement. We also work with younger families in East Texas who are focused on building wealth with purpose — saving strategically, managing debt, and making financial decisions that align with the life they actually want to live.
What Makes Financial Planning in East Texas Unique
A local advisor who lives in the community. Cade Grimm, CFP® lives in the East Texas region near Tyler. That means you're not working with an advisor three hours away in a metro office — you're working with someone who understands the local economy, knows the community, and is available when you need a face-to-face conversation.
Land, agriculture, and real estate. Real estate and land ownership are woven into the fabric of East Texas. Whether it's timber acreage, hunting land, agricultural operations, or rental properties, these assets create planning complexity that requires a planner who understands them. We help you integrate land and real estate into your broader financial strategy.
Healthcare and medical professionals. Tyler is a regional healthcare hub, and many of our clients are physicians, nurses, administrators, and other medical professionals. These careers come with unique financial planning needs — student loan strategy, employer benefits optimization, practice ownership, and high-income tax planning.
Small business depth. East Texas runs on small business. From family-owned operations that have been here for generations to newer ventures taking advantage of the region's growth, business owners here need planning that accounts for the realities of running a company in a smaller market — tighter margins, deeper community ties, and long-term legacy considerations.
Multigenerational wealth and legacy planning. Families in East Texas often think in generational terms. Land, businesses, and values are passed down deliberately. We help families create estate plans and wealth transfer strategies that preserve what matters most — not just the assets, but the intention behind them.
Our Services
We provide comprehensive, fee-only financial planning covering every dimension of your financial life — retirement planning, tax planning, business exit strategy, investment management, estate planning, real estate consulting, entity structure optimization, Bitcoin integration, cash flow planning, benefits and open enrollment guidance, and coordination with your CPA, estate attorney, and other professional advisors.
Every plan starts with what matters most to you. We follow a framework of Values, Goals, Decisions, and Actions — ensuring your money is aligned with the life you actually want to live.