Dallas Financial Planner

Pick A Financial Planner In Dallas

There is a point in your life that you begin to seriously think about planning your finances. When this time comes, the question of whether you need help from a financial planner should be carefully considered.

It happens to almost everyone. Suddenly, something makes you realize that you may need a financial planner. The urge to plan your expenses can come from earning good money during the year or from the harassing calls of credit card and loan collectors. For a lot of individuals, the need for financial planning may come with the birth of a child. All of a sudden, you are no longer responsible only for yourself but also for the well-being of your child.

No matter what triggers you to plan your finances, the realization that you need to do it is a good thing and the earlier that you start financial planning the more that you will benefit.

For example, the sooner that you start saving money on your retirement plans the more that it will increase before the time you need it. The same thing goes with saving money for college education plans.

Once you have decided that you do need financial planning help, it is best to get some advice from a professional financial planner.

What To Look For When Picking A Financial Planner In Dallas

Warren Buffet once said something along the lines of “… be greedy when others are fearful and fearful when others are greedy.”

So the first thing you want to look for in a Financial Planner is a Contrarian, or someone who doesn’t just simply follow the herd.

If the ‘herd’ was correct, the everyone who used a typical Financial Planner would be rich!

Instead, look for a person with ‘out of the box’ solutions, like…

  • Using your Life Insurance Policy to:
  • Get Out Of Debt
  • Buy An Asset
  • Save For Your Retirement

 And, oh yeah, leaving wealth for your loved ones after you pass on.


Want more information on picking a Financial Planner in Texas who thinks outside the box?  Contact us today.


Phone: 972-964-2000Email: contact@pickfinancialgroup.com




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