Your journey to financial freedom starts here.
We get it.
Finances are hard.
Located in Fort Worth Texas, Reverb Financial exists to help you build a legacy that extends beyond yourself. We do this through financial planning, investment management, risk management, and small business solutions.
We help clients manage their finances in a way that changes the trajectory of their own life, and allows them to pour into their community and impact the next generation.
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Meet Trevor Cochrane, CRPC®
Trevor loves spending time with his wife and three young boys—splashing in the pool, snow cones in the park, wrestling around the living room, and late night movies..
When he’s not hanging out with family you might find him riding a bike or playing his guitar. His Christian faith permeates his everyday life and he has a blast leading worship at his church. He loves connecting with people, hearing their stories, and helping in any way he can.
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“Budgeting isn’t about limiting yourself—it’s about making the things that excite you possible.”
Our Services
We pride ourselves in making our financial planning services transparent and easy to understand.
For any additional questions, please call our office at 817.771.7524 or email us via the Contact page.
FINANCIAL PLANNING
These are some of the areas that we address with clients when we discuss financial planning.
Clarifying financial goals
Financial education & coaching
Personal financial website
Budgeting & cash flow analysis
Debt management
Net worth calculation
Education planning (529)
Mortgage review
Charitable giving strategies
Family wealth & legacy planning
Estate planning
Client attorney coordination
Social Security planning
INVESTMENT MANAGEMENT
We align risk tolerance and timeline to give our clients confidence as they plan for retirement. Each type of investment account carries different rules and tax implications for the future. We educate our clients through the process and help them in the following areas:
Individual Retirement Accounts (IRAs)
Brokerage Accounts
Retirement Plan (401k, 403b, etc) Rollover
401k Analysis
Analysis of Unmanaged Accounts
RISK MANAGEMENT
Risk management addresses the “what if’s.“ What happens if I pass away unexpectedly? Do I have enough coverage if my spouse needs long term care? These are some of the main areas that we address with clients.
Life Insurance
Health Insurance
Long Term Care Insurance
TAX STRATEGY
We are not licensed to handle taxes or render tax advice, and we find it extremely beneficial to coordinate with the client’s CPA or one we recommend.
Tax Planning and Review
Client CPA/EA Coordination
SMALL BUSINESS SOLUTIONS
At Reverb Financial, we understand the unique benefits and challenges of operating a small business and preparing for retirement. These are some areas we’d like to provide solutions for you.
Small Business Retirement Account
Owner Planning
Employee Benefits
Our Specialties
Growing Families
For the young family, life is constantly changing, and with every shift comes new challenges. What 401k options should I choose? How do I invest toward my child’s future? Will my family be okay if I pass unexpectedly?
We find that couples in the revolving door of change benefit from having a conversation early on regarding financial planning. Making choices early can bring stability in the midst of your ever-changing world.
Our family-focused approach is designed to help you plan with the next-generation in mind.
Retirement Preparation
According to a recent study, well over 50% of Americans are worried about their retirement. Have I saved enough? Should my investments change in my golden years? When should I take social security?
We believe that life is more than working the 9-5. That’s why we’re committed to helping families transition into retirement with confidence and freedom.
Small Businesses
Small business owners approach retirement with a unique set of challenges. What about a 401k match to benefit you and your employees? Can the company take this on? How do you get started?
A financial planner at Reverb Financial can answer these questions and help establish benefits for yourself and your employees.
In this space we focus our attention toward sole-proprietors, S Corps, and LLCs.
Our Process
Connection
Our first meeting is all about you. What are your goals and concerns? What are you hoping to accomplish by connecting with a financial planner?
You talk. We listen. In order to create a financial legacy, we need to know your goals. If you’re unsure what those are, we can help you identify them.
Coaching
Financial education and literacy are at the heart of what we do. That’s why we dedicate time and energy in our client interactions to empower them to understand the ‘why’ behind the ‘what’ of their financial options.
This is the nuts and bolts stage of financial planning. We map out the real-life steps to reach your destination. When we’re done, we have enough information to develop a personalized financial plan that is uniquely you.
Consistency
We believe that conversation with our clients should be ongoing—not just a one-time occurrence. That’s why we offer different check-in options for our clients on a quarterly, bi-annually, or yearly basis.
Outside of formal meetings, our clients are able to access their financial planner via phone or email at anytime.
Our Pricing
Cost may be the number one reason people do not book a meeting with a financial planner. That’s why it has always been our motto to make our services affordable for everyone, despite their income or investment level. Since there is no such thing as “one size fits all” financial planning, we customize our pricing based on your needs.
Free Consultation
Our first consultation is free! We don’t charge you to talk to us, and you are not obligated to move forward if it doesn’t seem like a good fit.
To take advantage of this service and connect with a financial planner, head over to our Get Started page. We look forward to meeting with you soon!
Asset Management
Our managed portfolios are completely built around your needs, your risk level, and the type of account you are opening with us. We review your portfolio structure regularly and make trades that are in your best interest.
If you decide to invest with us, we get paid a small percentage of the assets we manage for you. This is debited directly from your investment account so you don’t have to worry about sending us a check or paying a bill.
Insurance Products
Insurance is foundational to any holistic financial plan. Whether your insurance is provided through work or outside of work, we can do a complete evaluation to ensure that you have sufficient coverage.
We are able to shop the open market for life, health, disability, and long term care insurance for our clients. This ensures that you get the best price and the best providers available to cover your needs.
