Equitable Advisors

Strategic Financial Planning is an independent financial advisory firm based in Plano, Texas, specializing in holistic financial planning and wealth management. With a focus on aligning clients' finances with their vision and values, their fee-only, fiduciary approach ensures that clients' interests are always prioritized. Their comprehensive financial planning process guides clients towards achieving their goals while allowing them to live a meaningful and fulfilling life along the way. As one of the few fee-only CERTIFIED FINANCIAL PLANNER professionals in the industry, Strategic Financial Planning stands out for their commitment to providing objective and unbiased advice. With a dedication to helping clients navigate their life journey, they offer personalized solutions that address clients' unique financial needs and aspirations. By partnering with Strategic Financial Planning, clients can have the confidence and peace of mind that their financial matters are in capable hands.Generated from the website

The Watchman Group is a Plano-based firm that offers personalized wealth management services, including investment management, financial planning, tax analysis, and family office services. With a team of experienced advisors, they take a long-term approach to help clients meet their financial goals through a low-cost, diversified investment strategy. As fiduciaries, the firm is fiercely independent and believes in the power of stocks for wealth creation. They also provide additional services beyond traditional wealth management, such as bookkeeping and business consulting, catering to the unique needs of certain clients. With a passion for serving and learning, the Watchman Group is committed to helping clients navigate the complexities of their financial journey.Generated from the website

TFR was founded with the goal of assisting clients in every aspect of their financial lives. We are creative practitioners and are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction.