Dallas financial planners

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Dallas financial planners
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Below are Dallas financial planners. Click on the name of the professional to view contact information and standardized credentials. Proposal process: anonymously describe the service desired (such as financial or retirement planning), select professionals who are to receive your information, and then receive price quotes via email from the professionals. It's that simple and it's free. Link to additional cities for financial planners.
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   Dallas financial planners
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W. O. Mills Dallas, TX
BBA - 1995 - University of Texas @ Austin, Texas State Board of Public Accountancy, American Institute of Certified Public Accountants, Virgina State Board of Accountancy, District of Columbia Accountancy Board (click for more info)
Brent E Davison Denton, TX
BS (1984), Southwest Baptist University (click for more info)

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Dallas Financial Planners
NOT registered with MedLawPlus.com®

Steve Blankenship   (credentials)
Heritage Financial Planning
1452 Hughes Road, Suite 233
Grapevine, TX 76051
Phone: 817-410-5725
Email: info@HeritageFinancialPlanning.com
URL: www.heritagefinancialplanning.com
Bill Carter   (credentials)
CARTER FINANCIAL MANAGEMENT
Four Forest Plaza
12222 Merit Drive, Suite 1800
Dallas, Texas 75251
Phone (214) 363-4200
Email: info@cascfm.com
URL: www.cascfm.com
Matt McCracken   (credentials)
McKinney Avenue Capital
2929 Carlisle, Suite 375
Dallas, TX 75204
Phone: 214.954.4300
URL: www.investorsadv.com
Martin P Mesecke   (credentials)
Self Worth Financial Planning
4975 Preston Park Blvd, Suite 675
Plano, TX 75093
Phone (214) 774-4826
Email: martin@selfworthfp.com
URL: www.selfworthfp.com
Scott Muirhead   (credentials)
Global Wealth Advisors
14911 Quorum Dr. Ste 300
Dallas, TX 75254
Phone: 972-361-3959
Email: Scott.Muirhead@lfg.com
URL: www.thetruthnetwork.com
 

General types of issues handled by financial planners:
  • Explaining various tax deferred options
  • Selecting investments that match your desired risk level
  • Diversification and other risk reduction strategies for your investment portfolio
  • Timing advice regarding when to rotate investments among various sectors as well as weighting between stocks (aka equities) and bonds
  • Estate planning
  • Retirement planning
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