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Personal Finance

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 Texas Transfer on Death Deed

Paul Schnitman

You should be interested in this if you own real estate and you either prefer not to probate your Will or you do not have a Will. Disclaimer: I am […]

 Personal Finance

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

Would You Go To A Private Pay Doctor?

Paul Schnitman

One of our local physicians has joined MDVip which is a physician “concierge” company.  They charge an annual fee ($1650) per person for the privilege to be his patient.  You […]

 Personal Finance

Does Your Health Insurance Cover Air Ambulances or Air Transport?

Paul Schnitman

I recently looked at my Blue Cross Blue Shield policy under “Ground and Air Ambulance Services” section and we are covered up to $1500 per year per person.  My policy […]

 Personal Finance

Life Insurance with Long Term Care Riders

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?

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

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

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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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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”