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Author: Kyle Schnitman

Understanding the FDIC Account Insurance Program

Kyle Schnitman

Understanding the FDIC Account Insurance Program Do you really understand how the government (FDIC) insures your bank accounts?  Bank account insurance provided by the government is also known as the […]

 Personal Finance

How to Avoid Credit Card Theft

Kyle Schnitman

How to Avoid Credit Card Theft Most people I know use their credit card or debit card for every purchase of any kind. Some do this for the airline miles, […]

 Personal Finance

The Pitfalls of Stop Loss Orders

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

Recent Posts

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  • Are Your Finances a Burden?
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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

  • 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”