FREQUENTLY ASKED QUESTIONS
At Enduring Financial, we believe in transparency and clear communication. Here are answers to common questions about our approach to wealth management, services, and how we help values-driven families build lasting legacies. If you have additional questions, please don't hesitate to reach out.
About Our Firm & Approach
We serve thoughtful, values-driven families who view wealth as a tool for greater impact. Our clients are typically entrepreneurs, business leaders, and professionals who want to align their success with their core values and create lasting legacies. They share a commitment to intentional stewardship and think generationally about their wealth.
We provide comprehensive wealth management that goes beyond traditional financial planning. Our services integrate financial expertise with purposeful stewardship, including strategic tax planning, investment management, legacy design, and holistic life planning - all aligned with your deeply held values and long-term vision.
Unlike traditional firms that focus solely on numbers, we take a holistic approach that integrates values, family, health, and legacy into your financial planning. Through our unique Enduring Legacy System, we help you align your wealth with your purpose and create multi-generational impact.
We recognize we're not the right fit for everyone. Our approach works best for families who want to align their finances with their deepest values. We combine thoughtful financial expertise with principled stewardship, including proactive tax planning and comprehensive legacy design.
What sets us apart is our commitment to integrity and understanding what truly matters to your family. Our clients value having a trusted partner who handles the complexities of wealth management, freeing them to focus on family, community involvement, and making a meaningful impact. The relationship works best when your values align with our philosophy of creating wealth that serves a greater purpose than just accumulation.
Services & Fees
We operate on a transparent annual flat fee model, ranging from $3,600 to $20,000 based on your situation's complexity and needs. While this is our typical range, our most common annual fees for our ideal clients typically fall between $6,000 to $10,000. This fee can be paid monthly or quarterly, depending on your preference. We believe in complete transparency - our only compensation comes from the clients we serve. No commissions, no product sales, no hidden fees. Just straightforward pricing for comprehensive wealth management aligned with your values.
Our comprehensive service includes:
- Strategic financial planning
- Investment management
- Tax planning
- Legacy and estate planning
- Life planning through our Enduring Legacy System
- Regular review meetings
- Ongoing support and guidance
- Family meeting facilitation
- Educational resources
We believe intentional stewardship starts early. While many firms require high investment minimums, we've structured our services to be accessible to those who value purposeful planning. Our annual fee model allows us to serve clients at various stages of their wealth-building journey, focusing on the impact we can create together rather than just the size of your portfolio.
Investment & Tax Approach
Yes, we provide comprehensive investment management aligned with your values and goals.
We believe in evidence-based investing that aligns with principles of sound stewardship. Our approach combines sophisticated portfolio management with your values, utilizing low-cost, passive ETFs to capture market returns efficiently. We focus on what we can control: minimizing costs, optimizing tax efficiency, and maintaining disciplined allocation strategies that align with your goals and risk tolerance.
Tax stewardship is integral to our wealth management approach. While we don't directly prepare tax returns, we provide comprehensive tax planning and strategy as part of our service. We work closely with your tax preparer to optimize your tax situation and can recommend trusted tax professionals if needed. Our proactive approach helps maximize your after-tax returns and supports your legacy goals.
Working Together
You're likely a good fit if you:
- Are a thoughtful, values-driven family (typically ages 30-50)
- Have worked hard to achieve financial success
- Are ready to transform that success into something more meaningful
- Take stewardship responsibilities seriously
- Want your wealth to reflect your core values
- Think generationally about legacy
- Value both personal and financial growth
- Seek to align your success with enduring principles
No, we work with families of all backgrounds who value intentionality, purpose, and creating meaningful legacies. Our founder, Eric Leider, is man of faith, but our clients come from diverse backgrounds and belief systems.
Having specialized training in areas of biblical stewardship equips our team to serve practicing Christians who want faith-integrated planning, but this is just one aspect of our expertise.
We do find that our Enduring Legacy System is most effective when clients recognize there's something greater than themselves - whatever form that takes for them. This perspective allows for a deeper exploration of values that helps align financial decisions with what truly matters most. In our experience, financial plans are more meaningful and easier to maintain when they connect to this deeper sense of purpose.
Yes, we serve clients nationwide while maintaining our home base in McKinney, Texas.
Yes, we offer virtual planning services and meetings to accommodate clients nationwide.
No, our initial consultation is complimentary. This meeting helps us understand your needs and determine if we're the right fit for each other.
Professional Credentials
The CFP® designation is the highest standard for financial planning. It requires extensive education, passing a comprehensive exam, relevant experience, and ongoing education. CFP® professionals must also adhere to strict ethical standards and always act as fiduciaries.
The Registered Life Planner (RLP) designation represents expertise in connecting finances with purpose. This rare credential (held by fewer than 500 advisors globally) enables us to help you discover and achieve your deepest goals through a unique process of listening and purposeful planning. It's about aligning your wealth with what matters most.
The Behavioral Financial Advisor (BFA) designation equips us to help you make better financial decisions. Beyond traditional planning, this expertise helps us guide you in developing positive financial habits and avoiding common behavioral pitfalls that can impact long-term success. It's about combining sound financial strategy with an understanding of human behavior.
Yes, we are fiduciaries, legally and ethically bound to act in your best interest at all times.
Enduring Financial, LLC (“Enduring Financial”) is a registered investment adviser located in McKinney, Texas. Registration with the Texas State Securities Board does not imply a certain level of skill or training. The content on this website is for informational and educational purposes only and should not be construed as personalized financial, investment, tax, or legal advice. Advisory services are offered only through a written agreement with Enduring Financial.
All investments involve risk, including the possible loss of principal. Past performance does not guarantee future results. Future returns may be higher or lower, and investment values will fluctuate with market conditions. Any referenced rates of return are historical or hypothetical and are not guarantees of future outcomes.
Client testimonials reflect individual experiences and may not be representative of all clients. No compensation is provided for testimonials unless otherwise disclosed.
Enduring Financial may provide guidance on tax-related topics, but does not provide legal or tax advice. Clients should consult their own legal or tax professionals regarding their individual circumstances.