Plan Ahead Financial Management, Inc.

General information

Plan Ahead Financial Management, Inc. (formerly Plan Ahead, Inc.) is a fee-only Registered Investment Advisor which provides discretionary asset management for its clients as well as unique cash flow management services.

Our target client is someone who does not have the time and/or the desire to manage their own investments, and they are looking for someone they can trust to provide stable investment returns. 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.