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Month: September 2018

Health Care Solution For Our Broken System

September 13, 2018September 13, 2018 Paul Schnitman

Solutions For Our Health Care System Health insurance premiums are ridiculously high, and there is a reason for this…..there are way too many people employed by insurance companies to review […]

 Personal Finance

Recent Posts

  • Health Care Solution For Our Broken System
  • How to Control Spending
  • Medicare Supplement: Switching Isn’t Easy
  • Understanding the FDIC Account Insurance Program
  • How to Avoid Credit Card Theft

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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.

Latest News

  • Health Care Solution For Our Broken System
  • How to Control Spending
  • Medicare Supplement: Switching Isn’t Easy

Get in Touch

Address: 400 Pine St. Ste 1050, Abilene, TX 79601
Phone: (325) 672-7212
© 2019 Plan Ahead Financial Management, Inc.

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