Fagan & Rawlings Capital Management Customer Portal

Fagan & Rawlings Capital Management provides financial planning services to affluent individuals and families primarily in Dallas, Ft. Worth, and Denton areas with a recommended client minimum net worth of $1,000,000.

Financial planning includes assessing your balance sheet, cash flows, investment planning, risk exposure, tax and estate planning, reviewing your personal financial needs and goals for the future - then creating and implementing a financial plan designed to improve your finances and help you achieve your financial goals.

The financial planning process typically consists of the following planning steps:

• Financial fact finding and data collection
• Financial plan preparation and presentation
• Financial plan implementation, monitoring and adjusting

To schedule an initial retirement financial planning consultation click here.

Whether you're preparing for retirement, starting a business or saving for college, financial planning is about taking charge of your financial future and feeling confident that you're ready for whatever life may bring you.  Having a detailed financial plan can help to make your retirement a time of personal growth and opportunity.  Our approach to financial planning seeks to balance your immediate financial concerns with your dreams and financial goals for the future.  Our planning process is comprehensive, taking into account the entirety of your financial life.  In addition, it's an ongoing process where you work one-to-one with an Fagan & Rawlings financial advisor who understands your personal goals over time.  The Firm's primary focus is simple - to help clients meet their investment objectives. To ensure we provide our clients with the greatest chance for financial success, investment portfolios are engineered to be diversified, low-cost, tax-efficient, and customized for each clients time horizon, financial goals, ability and need to take risk.