Plan Ahead Financial Management, Inc. Employee Directory

Q: What is Plan Ahead Financial Management, Inc. known for?

Plan Ahead Financial Management, Inc. was founded in 1992. Plan Ahead Financial Management, Inc. operates in the Investment Management industry.

Investment ManagementTexas, United States2-10 Employees

Plan Ahead Financial Management, Inc. (formerly Plan Ahead, Inc.) is a fee-only Registered Investment Advisor based in Abilene, Texas which provides discretionary asset management for its clients as well as unique cash flow management services, and personal and corporate financial consulting. We built our firm to help our clients manage their finances in such a way as to build and preserve wealth. We are very passionate about helping people get their finances in good shape, save money, and formulate plans to reach their goals.

We pride ourselves on being willing to think outside the box by searching for investments beyond just stocks and bonds, such as rental properties and options. Our technology solutions set us apart from most advisors. We are capable of operating our business anywhere in the world as long as we have an internet connection.

Contact us today for consultation.

Find Plan Ahead Financial Management, Inc. employees' phone numbers or email addresses

Plan Ahead Financial Management, Inc. Global Highlights

North America
4

United States Of America
3
Canada
1

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Plan Ahead Financial Management, Inc.'s Leadership

P. S.
President
Mobile Phone
Email
J. C.
Managing Director And Founder
Mobile Phone
Email
J. C.
Director
Mobile Phone
Email
K. S.
Investment Strategist
Mobile Phone
Email
C. M.
Executive
Mobile Phone
Email

Contact profiles from Plan Ahead Financial Management, Inc.

Name

Title

Contact Info

Location

Last Update

J. C.
Managing Director And Founder
Mobile Phone
Email
United KingdomEngland
Nov 19, 2025
P. S.
President
Mobile Phone
Email
Oct 23, 2024
J. C.
Director
Mobile Phone
Email
UNITED KINGDOMNorth Yorkshire
Oct 31, 2023
K. S.
Investment Strategist
Mobile Phone
Email
United StatesTexas
Oct 18, 2025
C. M.
Executive
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

What is Plan Ahead Financial Management, Inc. known for?

Plan Ahead Financial Management, Inc. was founded in 1992 operates in the Investment Management industry. The company's main headquarters is located in 400 Pine Street, Suite 1050; you can contact the main corporate office by phone at

+1-325-672-****

. Explore Plan Ahead Financial Management, Inc.'s company overview page for more information.

What is Plan Ahead Financial Management, Inc.'s most common email format?

Plan Ahead Financial Management, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Plan Ahead Financial Management, Inc. email formats with LeadIQ.

How many employees does Plan Ahead Financial Management, Inc. have currently?

Plan Ahead Financial Management, Inc. has approximately 2 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

Who are Plan Ahead Financial Management, Inc.'s key employees and leadership?

As of December 2025, Plan Ahead Financial Management, Inc.'s key employees include:

President: P. S.
Managing Director And Founder: J. C.
Director: J. C.
Investment Strategist: K. S.
Executive: C. M.

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