Skip to main content
menu
  • Home
  • About Us
    • Our People
    • Our Services
      • Investment Management
      • Retirement Planning
      • Financial Planning
      • Financial Coaching
      • Estate Planning
      • Tax Planning
      • Insurance Planning
    • Our Process
    • Our History
  • Blog
  • Resources
    • Newsletter
    • REAL WORLD INVESTING BOOK
    • Calculators & Useful Links
    • Disclosure Brochure (ADV II & III)
    • FAQ
    • Financial Organizer
    • Estate Planning Next Steps Guide
  • Contact
  • Log In Here
    • Access your Schwab account
  • Events
  • Client Portal

Newsletter

 

 

 

Subscribe to Our Email Newsletter

PLEASE NOTE: Office Hours Are By Appointment Only....Because we set aside time just for YOU. Personal Money Planning is a fee-only financial planning and investment advisory firm. We help people reach the goals they have in life through financial planning, offering investment advice, and managing investments. We act as a fiduciary so the clients' interests are always first: The recommendations we make are better than just suitable, they are specifically tailored to be the best for the client's life. Also, we are paid by either a flat-fee or percentage of assets, not commissions, so our clients know we are not being enticed by any additional payment to ourselves from the companies we recommend.

4245 Kemp Blvd., Suite 1007
Wichita Falls, TX 76308

Personal Money Planning, Investment Advisory Service, Wichita Falls, TX
940-692-6885
mail@personalmoneyplanning.com
  • About
  • Privacy Policy
  • Contact
© 2024 Personal Money Planning All rights reserved.