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Month: January 2016

Life Insurance with Long Term Care Riders

January 26, 2016April 5, 2016 Paul Schnitman

Over the last several years, the life insurance industry has been pushing Life Insurance that doubles as Long Term Care insurance. Several years ago, a local life insurance agent, who […]

 Personal Finance

Do Your Parents need a Financial Checkup?

January 25, 2016April 5, 2016 Paul Schnitman

Do Your Parents need a Financial Checkup? Very frequently I hear children telling their aging parents that they need to pay their own bills to keep their mind sharp. Yet, […]

 Personal Finance, Retirement

The Pitfalls of Stop Loss Orders

January 20, 2016April 5, 2016 Kyle Schnitman

Investopedia defines “Stop-Loss” orders as the following:  An order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit […]

 Personal Finance

Preparing for Retirement

January 19, 2016April 5, 2016 Paul Schnitman

Back when I was in the retirement plan business I used to tell people that while almost everyone has a retirement plan, very few have a plan to retire.  When […]

 Personal Finance, Retirement

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About Us

Plan Ahead Financial Management, Inc. (formerly Plan Ahead, Inc.) is a fee-only Registered Investment Advisor based in Abilene, Texas which provides discretionary asset management for its clients as well as unique cash flow management services. We built our firm to help our clients manage their finances in such a way as to build and preserve wealth. We are very passionate about helping people get their finances in good shape, save money, and formulate plans to reach their goals.

We pride ourselves on being willing to think outside the box by searching for investments beyond just stocks and bonds, such as rental properties and options. Our technology solutions set us apart from most advisors. We are capable of operating our business anywhere in the world as long as we have an internet connection.

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  • What if your Fixed Expenses were on Autopilot?
  • Plan Ahead Spending®
  • Are Your Finances a Burden?

Get in Touch

Address: 400 Pine St. Ste 1050, Abilene, TX 79601
Phone: (325) 672-7212
© 2021 Plan Ahead Financial Management, Inc.

Plan Ahead Financial Management Inc. is registered in the state of Texas as a “Registered Investment Advisor”