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 Sr. Partner of Precision Financial Planning. He focuses on asset management and business-to-business relationships for the organization.
As a University of North Texas graduate, he has worked for one of the top-ranked financial companies in the industry and is proud of the fact that he has learned from the best.
Raphael’s passion is inspired by all of those who have helped him pave the way for his dreams. His purpose is grounded in giving back to those very same communities so that he can help others pave the way for their dreams.
His strategy is simple. Attack an economic issue at the root cause of the problem. Then change the mindset that created it and demonstrate the value of another way of thinking.
Through his leadership, Precision Financial Planning has become a company comprised of Holistic Financial Planners that are dedicated to connecting their clients with the best possible solutions.
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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