7 Saturdays Financial
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Overview
Tagline Brand's website · 2026-11-07
Independent, fee-only wealth management firm specializing in retirement income planning for retirees and those approaching retirement.
Description Brand's website · 2026-11-07
7 Saturdays Financial is a Dallas-based, modern wealth management firm serving families nationwide. It provides ongoing financial planning and investment management, with a focus on tax-smart retirement income strategies.
Identity
Mission Brand's website · 2026-11-07
Help high-performers retire with confidence and make the most of their “7 Saturdays a week.”
Founders & leadership Brand's website · 2026-11-07
Allen Mueller, CFA, CFP® — Founder and Lead Financial Planner. Marie Lovett, CFP® — Operations and Client Support.
Website Brand's website · 2026-11-07
https://7saturdaysfinancial.com
Voice & tone Brand's website · 2026-11-07
Modern, direct, practical, transparent, and conversational; the brand emphasizes “no BS,” no commissions, and plain-language guidance.
Founded Brand's website · 2026-11-07
Early 2022
Headquarters Brand's website · 2026-11-07
Dallas, Texas, United States
Parent ownership Brand's website · 2026-11-07
Independent firm; not affiliated with banks, brokerages, or insurance companies.
Offerings
Problem solved Brand's website · 2026-11-07
Helps retirees and pre-retirees turn accumulated assets into sustainable retirement income, manage investment and market risk, reduce lifetime taxes, and make coordinated financial decisions with confidence.
Core capabilities Brand's website · 2026-11-07
- Retirement income planning
- Strategic and lifetime tax planning
- Investment management
- Social Security optimization
- Insurance and risk management review
- Estate planning coordination
- Tax-efficient portfolio implementation
- Portfolio monitoring and rebalancing
Products / SKUs Brand's website · 2026-11-07
- Ongoing financial planning and investment management
- Summit Retirement System™
- Retirement Roadmap™
- Flourish Cash access for eligible clients
Pricing Brand's website · 2026-11-07
Flat annual fee of $15,000, billed quarterly at $3,750 per quarter. Above-average complexity may require a custom proposal above the listed fee. Introductory 45-minute meeting is complimentary.
Audience
Target industry Brand's website · 2026-11-07
Financial planning and wealth management
Customer base Brand's website · 2026-11-07
Retirees and people approaching retirement, primarily diligent savers with at least $1 million in investable assets who value professional expertise and want to delegate investment management.
Ideal customer profile Brand's website · 2026-11-07
A high-performing individual or family approaching retirement or recently retired, with $1 million or more in investable assets, who wants ongoing retirement planning and investment management, prefers a logical flat fee over percentage-based pricing, and values tax-smart, evidence-based advice.
Use cases Brand's website · 2026-11-07
- Creating a sustainable retirement income strategy
- Coordinating withdrawals with Social Security, pensions, and annuities
- Reducing lifetime tax liability through Roth conversions and tax-efficient withdrawals
- Managing a diversified, low-cost investment portfolio
- Planning for market downturns and managing retirement risk
- Optimizing Social Security claiming decisions
- Reviewing insurance and long-term care needs
- Aligning retirement and estate plans
Customer outcomes Brand's website · 2026-11-07
- Greater confidence in retirement decisions
- A reliable retirement paycheck strategy
- Reduced lifetime tax burden
- A diversified and disciplined investment portfolio
- Proactive management of market, withdrawal, and insurance risks
- Coordinated guidance across investments, taxes, estate planning, and benefits
- Ongoing support through regular strategy meetings and proactive adjustments
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Claim 7 Saturdays Financial — free →Page last updated 2026-11-07.