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Planning by Design Financial

101 East Park Blvd. Suite 202
Plano, TX 75074

Phone:

877-314-1618

Free Portfolio Risk Analysis

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National Debt

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Contact Us

Please feel free to contact us with any questions.

877-314-1618

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Your Trusted Partner for All Retirement Issues

In this constantly shifting and uncertain economy, people are increasingly in need of programs to protect their retirement assets so they will not run out of money or have to change their lifestyles due to a downturn in the market.

Our firm is committed to developing solutions that are on target with your needs, and to implement them competently, responsibly and with confidence. It is our policy to provide independent and sound advice, whatever your financial situation.

What Distinguishes Us
Thoughtful advice with over thirty years of experience: Learn more about the practices that set us apart from the competition. Planning by Design Financial is your trusted source for Asset Safety, Income, IRA/401K, Legacy guidance, and a thoughtful approach to investing with a needs-based plan.
About Us

What We Do
At Planning by Design Financial, we focus on providing sound, common sense advice for individuals who are retired or are about to retire. We take an integrated approach that takes into consideration what is most prudent and beneficial for you.
Our Services

No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

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A Roadmap for Your Family

A letter of instruction could be just as important as a will in helping loved ones settle an estate and move forward with their lives.

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New and Improved Tax Treatment for Qualified Small Business Stock

The One Big Beautiful Bill Act of 2025 made the tax advantages of founding and investing in certain types of small businesses even more generous.

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What Can You Learn from Your Tax Return?

Tax season may be over, but a completed tax return offers information that can help with financial strategy for the rest of the year.

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Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

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