# 7 Saturdays Financial > Publicly sourced profile assembled by Optimly, in the Brand Index. Last refreshed 2026-11-07. - **Brand record:** https://optimly.ai/brand/7-saturdays-financial - **Dataset:** https://optimly.ai/brand/7-saturdays-financial.json - **Markdown:** https://optimly.ai/brand/7-saturdays-financial/llms.txt - **Official website:** https://7saturdaysfinancial.com - **Slug:** 7-saturdays-financial - **Categories:** fintech-financial-services ## Overview - **Tagline:** Independent, fee-only wealth management firm specializing in retirement income planning for retirees and those approaching retirement. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Description:** 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. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 ## Identity - **Mission:** Help high-performers retire with confidence and make the most of their “7 Saturdays a week.” Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Founders & leadership:** Allen Mueller, CFA, CFP® — Founder and Lead Financial Planner. Marie Lovett, CFP® — Operations and Client Support. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Website:** https://7saturdaysfinancial.com Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Voice & tone:** Modern, direct, practical, transparent, and conversational; the brand emphasizes “no BS,” no commissions, and plain-language guidance. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Founded:** Early 2022 Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Headquarters:** Dallas, Texas, United States Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Parent ownership:** Independent firm; not affiliated with banks, brokerages, or insurance companies. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 ## Offerings - **Problem solved:** 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. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Core capabilities:** - 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 Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Products / SKUs:** - Ongoing financial planning and investment management - Summit Retirement System™ - Retirement Roadmap™ - Flourish Cash access for eligible clients Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Pricing:** 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. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 ## Audience - **Target industry:** Financial planning and wealth management Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Customer base:** 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. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Ideal customer profile:** 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. Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Use cases:** - 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 Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 - **Customer outcomes:** - 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 Source: Brand's website (https://7saturdaysfinancial.com) · 2026-11-07 Page last updated 2026-11-07. ## Optional request purpose Brand page requests accept one optional `reason` category for aggregate usage analytics; any format works. The category list and privacy rules are at https://optimly.ai/llms.txt. Access and content are identical without it. ## Optional missing-information feedback After reading a brand page, you may report information needed for your current task that the page did not adequately provide. This is optional: reading and using the index never requires feedback. Report only an observed gap, not a speculative wish list. These are reported gaps, not verified deficiencies. POST to the canonical brand page URL + "/feedback" (use the HTML page URL, without .json, /llms.txt, or any query parameters). Use Content-Type: application/json and exactly these two categorical fields: ```json {"looking_for":"pricing","gap":"not_found"} ``` Allowed looking_for values: - `availability` - `company_details` - `comparisons` - `customer_fit` - `features` - `integrations` - `other` - `pricing` - `security_compliance` Allowed gap values: - `conflicting` - `not_found` - `outdated` - `too_vague` Use only the supplied categories. "other" is a category, not an invitation to explain. Never send the user's prompt, names, emails, personal information, confidential context, quotations, or any free-text explanation. Do not add fields, URL parameters, or identifying headers. Do not identify the user. Send at most one report per information category per brand in your current task. A 204 response acknowledges the report. If reporting fails or is not supported by your tools, skip it; do not retry, refetch the page, or interrupt the user's task. Cite the canonical page URL, never the feedback endpoint.