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Strategic Financial Planning Plano, Texas - Fee Only - Certified Financial Planner CFP

Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management.

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CONTACTS AT STRATEGICFP.COM

Bryan Lee

6513 ●●●●●n Rd.

Pl●●no , TX, 75024

US

(972●●●●1234
(972●●●●6189
in●●@strategicfp.com

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Bryan Lee

6513 ●●●●●n Rd.

Pl●●no , TX, 75024

US

(972●●●●1234
(972●●●●6189
in●●@strategicfp.com

View this contact

Bryan Lee

6513 ●●●●●n Rd.

Pl●●no , TX, 75024

US

(972●●●●1234
(972●●●●6189
in●●@strategicfp.com

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Strategic Financial Planning Plano, Texas - Fee Only - Certified Financial Planner CFP | strategicfp.com Reviews

https://strategicfp.com

Strategic Financial Planning, Inc. is an independent financial advisory firm specializing in financial planning and asset management.

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1

Preparing parent for nursing home in Plano, Texas | Strategic Financial Planning

http://strategicfp.com/preparing-a-parent-for-a-nursing-home

For more information call:. Philosophy & Values. Who We Work With. How We Can Help. Sign up for our mailing list. Strategic Financial Planning News. May 20, 2011. Preparing a parent for a nursing home. The prospect of putting a parent in a nursing home is stressful enough without worrying about how to pay for it. But preparing well in advance can make the decision easier. Interview nursing home staff for details on cost and services;. Meet with an attorney to structure legal documents. The attorney has a...

2

Why SFP financial planner

http://strategicfp.com/about-2/why-sfp

For more information call:. Philosophy & Values. Who We Work With. How We Can Help. Sign up for our mailing list. Strategic Financial Planning News. 10 reasons to call us your financial planner:. 1 Our advisors are Certified Financial Planners. And you work directly with them. CFPs make a committment to meeting your needs first and believe you have rights as a client. 2 SFP is compensated only by you. Read more about Fee-Only advisors and shopping for a planner. 3 Investment fees are kept low. Provides y...

3

Strategic Financial Planning - Our Services in Plano, Texas

http://strategicfp.com/our-services

For more information call:. Philosophy & Values. Who We Work With. How We Can Help. Sign up for our mailing list. Strategic Financial Planning News. How We Can Help. Auto Purchase Evaluation and Negotiation. Business Management Succession Planning. College Planning and Funding. Coordination with Other Professionals and Advisors. Disability Income Needs and Policy Evaluation. Employment/Partnership Contract Review and Negotiation. Estate Planning Advising and Review. 401K Advising, Rollover and Monitoring.

4

Strategic Financial Planning, Inc. Plano, Texas - Our Process

http://strategicfp.com/about-2/our-process

For more information call:. Philosophy & Values. Who We Work With. How We Can Help. Sign up for our mailing list. Strategic Financial Planning News. Discovering Your Life and Objectives. Analyzing Your Current Situation. An additional element is the prioritization of objectives and strategies. The report covers elements ranging from asset allocation to retirement planning, so we sometimes see resource or goal conflicts. We outline options which when blended together will make the most sense in a ...No pl...

5

Philosophy & Values

http://strategicfp.com/about-2/philosophy-mission-ethics-values

For more information call:. Philosophy & Values. Who We Work With. How We Can Help. Sign up for our mailing list. Strategic Financial Planning News. Philosophy & Values. Our core beliefs and values. Strategic Financial Planning Inc. and its people conduct their work following five core beliefs:. Objectivity requires intellectual honesty and impartiality. It is an essential quality for our advisors. We maintain objectivity by being open-minded in evaluating solutions to determine the best options ...We ca...

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NAPFA-Fee only financial advisor outside Portland. PDX Advisors

http://pdxadvisors.com/resources/napfa-fee-only-financial-planners

Portland Financial Advisors, Inc. Phone: (503) 684-0407 · Fax: (503) 684-6559. What Makes Us Different. NAPFA Fee-Only Financial Planners. The following is a list of other NAPFA member Fee-Only Financial Advisors around the country. Independent Fee Only Advisor – San Diego CERTIFIED FINANCIAL PLANNER. 8211; The advisors at Blue Water Capital Management, LLC provide Independent, Fee-Only investment management, retirement plan consulting services, and financial planning to a wide range of clients. 8211; Re...

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Strategic Financial Planning Plano, Texas - Fee Only - Certified Financial Planner CFP

For more information call:. Philosophy & Values. Who We Work With. How We Can Help. Go confidently in the direction of your dreams. Live the life you have imagined.". Nobody gets to live life backward. Look ahead,. That is where your future lies.". We don't receive wisdom;. We must discover it for ourselves. After a journey that no one. Can take for us.". Always bear in mind that your own resolution to succeed. Is more important than any other.". If you want to be successful, it's just this simple. List ...

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