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Navigating Your Life Journey

Discover, design, and live the life you want by aligning your finances with your vision and values.

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Financial Advisors in Plano, TX

As financial advisors in Plano, TX we specialize in holistic financial planning and wealth management. 

Successfully navigating your life’s journey starts with the understanding that the journey itself is just as important as the destination.

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Our financial planning process can be your guide to helping to make your dreams a reality while helping to allow you to devote more time to what truly matters in your life, secure in the knowledge that our fee-only, objective, fiduciary advice always places your family’s interests above all else.

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You want to know that you will have the financial strength to not only reach your goals, but also to enjoy living a meaningful and fulfilling life along the way.

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Strategic Financial Planning is a fee-only, fiduciary, independent financial planning and wealth management firm. 

Of the roughly 92,000 CERTIFIED FINANCIAL PLANNER™ professionals, approximately 15% are fee-only*.

See how that makes us different in the video* below (2:29 in length).

Interested in working with a fee-only RIA or learning more about Strategic Financial Planning?


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