With the election now decided, the process has begun of evaluating the potential impact that the Trump administration might have now that he will have a Republican-controlled House and Senate, as well as a conservative judiciary. Read on for a few examples of the items we are tracking. https://lnkd.in/gjhakAhn
Strategic Financial Planning Inc
金融服务
Plano，TX 70 位关注者
Discover, design, and live the life you want by aligning your finances with your vision and values.
关于我们
Fee-only financial planners in Plano, Texas. We help people with busy lifestyles take care of building a secure financial future. We are independent allowing us to offer unbiased advice and protect clients against financial predators. Let us help you manage your resources, both personal and business.
- 网站
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https://strategicfp.com
Strategic Financial Planning Inc的外部链接
- 所属行业
- 金融服务
- 规模
- 2-10 人
- 总部
- Plano，TX
- 类型
- 私人持股
- 创立
- 1999
- 领域
- Small business owners、Couples seeking divorce、Corporate executives、Doctors、Widows和Domestic Partners
地点
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主要
获取路线
6513 Preston Road
US，TX，Plano，75024
Strategic Financial Planning Inc员工
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Bryan Lee
Founder and Owner | Fee-only financial planning, investment advisory services
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Jay B. Barclay
Financial Advisor at Strategic Financial Planning
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JD Pritchett, CFP?
Financial Planner at Strategic Financial Planning, Inc.
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Mark Ronsini, MBA, AIF?
Financial Advisor at Strategic Planning Insurance and Financial Service
动态
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The calculation of return on investment (ROI) for home renovations isn’t always clear-cut. Compared to traditional financial investments, the ROI of a home renovation can be a bit fuzzier. Factors such as location, market trends, quality of work, and personal preferences all play a role in the final ROI. https://lnkd.in/gduyvWJn
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Is it time to update your health insurance coverage? Starting soon, many will have a limited window to do so. Here's what to consider about changing your coverage. https://lnkd.in/g64xSPcG
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The Corporate Transparency Act (CTA) triggered new, broad-ranging reporting requirements. If you own an LLC, a Limited Partnership, or a small business, these requirements may directly impact you. https://lnkd.in/geZ__sds
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Enneagram Types have gained popularity in recent years - but did you know they could clue you in to how you spend your money??? https://lnkd.in/gSu3vZPW
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As our parents get older, it’s important to open up the conversation about their financial well-being. While it might be uncomfortable at first, it will ultimately be helpful for both you and them. Check out our tips on how to have that conversation! https://lnkd.in/g4Md5W-v
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Regularly reviewing your estate strategy ensures that everything is up to date and aligned with your current wishes. Learn more about when you should review your strategy and what life events may necessitate an immediate review. https://lnkd.in/gC75cCy8
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Sending your kid off to college can come with a hefty pricetag. As you begin the college planning process, keep these 5 common mistakes in mind! https://lnkd.in/gFc5PEz2
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Summertime in many parts of the country, including Texas, is synonymous with blazing heat, vibrant outdoor activities, and unfortunately, increased strain on our homes. Here are eight essential home maintenance tasks to keep your home in top shape this summer. https://lnkd.in/gmSiRkUR
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Summer is almost here, which means many of us are planning our next international vacation! Our checklist shares helpful tips to ensure you have a stress-free trip. https://lnkd.in/gH9EiDNM