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CFP in Plano?

768 Views | 2 Replies | Last: 6 yr ago by viper14
sjn
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AG
Does anyone have a good recommendation for a CFP in North Dallas / Plano?

Primary goal of the discussion would be to put together a plan for early retirement (e.g. liquidity prior to being 59 1/2).

I'd probably only want to meet a couple times ... Not looking for ongoing wealth management.

Thanks.
Comeby!
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AG
I know you said Plano but I live in Frisco and use Cohesion in dallas. Solid group of Ags: tax, CFP, etc all in one shop.

http://www.cohesionwealth.com
Casey TableTennis
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AG
Ashley Parks is an Aggie that I would direct folks to that are looking at this type of engagement. She is a CFP and very capable.
viper14
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AG
Carter Financial Management
Bill Carter is an aggie and owns this practice.
http://carterwealth.com/
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