Plan Ahead Inc

Investment Advisory Service, Financial Planners, Financial Planning Consultants

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Today: 8:00 am - 5:00 pm

40 Years

in Business

Accredited

Business

(325) 672-7212Call

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Map & DirectionsDirections400 Pine StAbilene, TX 79601 Write a ReviewWrite Review

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Hours

Regular Hours

Mon - Fri:	8:00 am - 5:00 pm

Places Near Abilene with Investment Advisory Service

Dyess Afb (10 miles)
Hamby (12 miles)
Tye (13 miles)
Caps (14 miles)

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BBB Rating

Extra Phones

Fax: (325) 672-7310

Payment method

debit

Location

First National Bank Bldg

Neighborhood

Original Town North

AKA

Plan Ahead Properties LLC

Plan Ahead Properties

Plan Ahead Financial Management, Inc.

Categories

Investment Advisory Service, Financial Planners, Financial Planning Consultants, Financial Services, Investment Management, Investments, Retirement Planning Services, Stock & Bond Brokers

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Details

Phone: (325) 672-7212

Address: 400 Pine St, Abilene, TX 79601

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Plan Ahead Inc

Tax Planning
Estate Taxes
Tax Services
Roth IRA
Unfortunately, most of us know of someone who has passed away due to COVID. It is fast and unexpected for the family. Many times the survivors are lost when it comes to dealing with the finances and other matters that must be done after someone dies. You can make it much easier on them if you will “plan ahead”. If you are married and your estate is valued at less than $24 million, you do not need to even have Wills if you plan your affairs properly. You can name a “beneficiary” on bank and investment accounts like you do on a life insurance policy. You can name a beneficiary on your 401K plan and your IRA’s and ROTH IRA’s. In Texas, you can even name a beneficiary of your house and other real estate. You just need a death certificate to settle all those accounts if you set them up correctly. You can also use a “Living Trust” to make things easier, although this requires a trust document.
Income Tax

Investment Management
We provide discretionary investment management to individuals, business owners, and retirees. We invest primarily in exchange traded funds (ETFs) and options; however we do invest in individual stocks, individual bonds and alternative investments, such as rental properties. We make all the investment decisions and execute the strategy developed with our clients. This is a fee only service.
Bonds

Accounting Services
Payroll Services

Financial Planning
Retirement Planning
Asset Management
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.
Living Trusts
College Funding
This is a fee only service that is designed for clients who have specific planning needs. We will develop a plan to meet financial goals such as, college funding, retirement, debt reduction, and large capital investments. Some clients just want us to give them a second opinion on a plan they have developed or one that a different advisor has developed.

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