Name | STRATEGIC FINANCIAL PLANNING, INC. |
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Address | 6513 Preston Road, Suite 100, Plano, TX 75024 |
City | Plano Tx |
Category | Financial Services |
Phone | +1-972-403-1234 |
Email ID | |
Speciality | Asset Allocation/Reallocation/Re-Balancing, Beneficiary Designation Counseling, Long Term Care Needs, Employee Benefits, Investment Portfolio Analysis and Management, Health Savings Account, Social Security, Philanthropic Gifting Strategy, 529 College Savings Plan and Business Start-Up Advising, Stock Option Evaluation & Strategies |
About | 'Strategic Financial Planning, inc.' is a fee-only, objective, and fiduciary guidance firm in Plano. The firm focuses on 401(k) advising, rollover, and monitoring. They offer alternative funding/loan options evaluation and an in-house alliance with an income tax preparation professional. Their clients are intelligent, successful people who are passionate about reaching their goals. They have developed an economic model of your current situation and project your cash flow and tax liability over an agreed-upon period. They maintain objectivity by being open-minded in evaluating solutions to determine the best options that are likely to provide the most benefit to their clients. |
Website |
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