Arrow's Edge: Portfolio & Retirement Strategies

Bravery Shouldn’t Come at a Financial Cost.

We help you build a financial plan that works as hard as you do, aligning what you've earned and the people you love.

Meet Our Founder, Kerri Dane, AIF®

Kerri Dane is the founder of Arrow’s Edge Wealth Planners. She began her finance journey in 2000, providing clients with comprehensive plans for their financial futures. She is experienced in investment, estate, tax, income, and insurance planning. Kerri serves a wide range of clients, but she focuses on the unique financial needs of firefighters and public safety professionals.

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Who We Serve

At Arrow's Edge Wealth Planners, we help people all across North Texas simplify life's biggest financial decisions.

Firefighters & Public Safety Professionals

Working Professionals

Individuals & Families

My Services

When was the last time you sat down and had a frank conversation about your investments?

Whether you’re an early investor or a seasoned wealth-builder, clients from all walks of life have come to rely on my insight and experience.

Retirement

Your most important financial milestone

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Wealth Management

Portfolio construction and risk management

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Tax & Insurance Guidance

Personalized planning recommendations

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Estate Strategy

Strategies for every phase of life

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Our Simple and Customized Process

STEP

1

It Starts with You

Our first step is getting to know your story, your priorities, and what success truly means to you.

STEP

2

Build Your Plan

Together, we'll design a custom financial roadmap, tailored to your goals, income and legacy.

STEP

3

Keep You on Course

Life changes. We'll check in regularly to adjust your plan so it always fits.

Get your financial journey started today.

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