Silverman, Gary

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Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants

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(940) 692-6885Call Visit WebsiteVisit Website Map & DirectionsDirections4245 Kemp Blvd Ste 806Wichita Falls, TX 76308 Write a ReviewWrite Review

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Payment method

financing available

Location

Southwest Building

AKA

Silverman Gary Cfp

Gary Silverman Cfp

Other Link

http://www.personalmoneyplanning.com

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Financial Planners, Annuities & Retirement Insurance Plans, Financial Planning Consultants, Financial Services, Investment Advisory Service, Investment Management, Mutual Funds, Retirement Planning Services, Stock & Bond Brokers

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Phone: (940) 692-6885

Address: 4245 Kemp Blvd Ste 806, Wichita Falls, TX 76308

Website: http://www.personalmoneyplanning.com

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Silverman, Gary

Tax Planning
Our Tax Planning philosophy is not centred around tax avoidance, but rather on helping you structure your finances so you and your family aren’t overburdened by an undue tax liability.
Charitable Giving

Investment Management
We are dedicated to providing investment management and strategic wealth planning to that is specific to you and your situation. Simply put, we strive to be our client’s trusted advisor. As a financial advisory firm, our primary focus is to provide unbiased opinions that are designed to achieve long term investment results.
Mutual Funds
Wealth Management
Your priorities and goals will inevitably shift through time which is why we are here to proactively prepare your plan. We embrace change. As your life circumstances facilitate a different approach to financial planning, wealth management, and savings options, we will be a constant presence to ensure that your plan transitions along with you.

Financial Planning
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.
Retirement Planning
Too many people are leaving their retirement planning to chance. Study after study has shown that guessing is the main way people figure out what it will take them to be financially secure: Not using an adviser. Not using an internet-based calculator. Not reading a book. Guessing.
Annuities
Retirement income through annuities: Sometimes, the best way to guarantee retirement income is the simplest – Annuities. Of course, these products vary in terms and pay-out options and conditions. Our experts will help make sense of it all!
Long Term Care
Disability and long-term care protection: Accidents, at home, at work, during your commute, can leave you severely disabled and financially stressed. As can debilitating illness! We’ll help you insure against such unexpected turn of events.
Asset Management
*This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest. Copyright 2014-2018 Advisor Websites.
College Funding
Like Retirement Planning, which has to commence long before you enter into retirement, Education Planning (for yourself or your children) needs to occur well before mature learners or young scholars are poised to embrace higher education. Luckily, there are a number of government-encouraged...

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