ABOUT US
about
At Precision Financial Planning, our goal is to create a comprehensive retirement strategy that utilizes investments, insurance, risk management, tax planning and estate planning. Our clients benefit because of our diverse backgrounds, education, and experience. We understand that there is no “one-size-fits-all” approach, which is why every client gets our undivided attention—from planning to execution to follow-up. We believe that you must build your house on a solid foundation.
Financial independence must be built upon the same solid foundation. To accomplish this, a plan for financial independence must eliminate the “what ifs” in a client’s financial plan and risk management is a key part of that.
Whom We Serve
Business Owners
College Students
Parents or Soon-to-be-Parents
Church Leaders
Families
Small and Mid Size business
Job Seekers
Raphael Vallier is the Founder and Senior Partner of Precision Financial Planning, where he leads the organization's asset management initiatives and cultivates strategic business-to-business relationships.
A proud University of North Texas graduate, Raphael honed his expertise at one of the industry's top-ranked financial firms, where he had the privilege of learning from exceptional mentors and industry leaders. This foundation shaped his commitment to excellence and client-centered approach.
Raphael's professional mission is deeply personal—inspired by the mentors and communities that supported his journey, he is dedicated to creating pathways for others to achieve their financial dreams. His philosophy centers on addressing economic challenges at their source, transforming limiting mindsets, and demonstrating innovative approaches to wealth building and financial security.
Under Raphael's visionary leadership, Precision Financial Planning has evolved into a distinguished firm of Holistic Financial Planners who are committed to connecting clients with comprehensive, tailored solutions that align with their unique goals and values.
His approach combines strategic thinking with genuine care, ensuring that every client receives not just financial guidance, but a partnership dedicated to their long-term success and prosperity.
Investing involves risk, including the loss of principal. Past performance does not guarantee or indicate future results. Any historical returns, expected returns, or probability projections may not reflect actual future performance. While the data we use from third parties is believed to be reliable, we cannot ensure the accuracy or completeness of data provided by investors or other third parties. Neither Quad J Capital nor any of its affiliates provide tax advice and do not represent in any manner that the outcomes described herein will result in any particular tax consequence. Offers to sell, or solicitations of offers to buy, any security can only be made through official offering documents that contain important information about investment objectives, risks, fees, and expenses. Prospective investors should consult with a tax or legal adviser before making any investment decisions.
For our current Regulation A offering(s), no sale may be made to you in this offering if the aggregate purchase price you pay is more than 10% of the greater of your annual income or net worth (excluding your primary residence, as described in Rule 501(a)(5)(i) of Regulation D). Different rules apply to accredited investors and non-natural persons. Before making any representation that your investment does not exceed applicable thresholds, we encourage you to review Rule 251(d)(2)(i)(C) of Regulation A. For general information on investing, we encourage you to refer to www.investor.gov.
Precision Financial Planning Services
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