Garza Financial Planning, LLC is a Texas-registered investment adviser based in Dallas, offering tailored financial guidance to individuals and small business owners. The firm works with pre-retirees and retirees, working professionals, women, early investors, and experienced wealth-builders, helping clients connect financial decisions with their personal goals and circumstances.

Its services include retirement planning, portfolio construction and risk management, wealth management, peak-career wealth-building strategies, and estate strategy. The website also provides resources on investment, insurance, tax, money, and lifestyle topics, along with educational tools such as calculators, a glossary, tax resources, articles, and videos.

Garza Financial Planning describes its process in three stages: learning about each client’s goals and financial situation, creating a strategy that reflects their time horizon and risk tolerance, and tracking the plan as life and market conditions change. The firm emphasizes open communication and long-term client relationships, and invites prospective clients to schedule an introductory conversation. Its office is located at 8080 North Central Expressway, Suite 1700, Dallas, Texas.