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Month: May 2016

Reduce Your Electric Costs

Paul Schnitman

This article should be important to you if you want to reduce your electric bill. In Texas, we have the right to choose which electric provider we use, unless you […]

 Personal Finance

Review Your Life Insurance

Paul Schnitman

The reason this blog should be important to you is that your life insurance program could be a mess and/or you are paying too much into it, and you might […]

 Personal Finance

Recent Posts

  • Get Your Affairs in Order
  • What if your Fixed Expenses were on Autopilot?
  • Plan Ahead Spending®
  • Are Your Finances a Burden?
  • How People Manage Their Finances

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  • » Retirement
  • » Personal Finance

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.

Latest News

  • Get Your Affairs in Order
  • What if your Fixed Expenses were on Autopilot?
  • Plan Ahead Spending®

Get in Touch

Address: 200 Sayles Blvd, Abilene, TX 79605
Phone: (325) 672-7212
© 2025 Plan Ahead Financial Management, Inc.

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