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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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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

Ghost Tapping Scams Are on the Rise: What You Need to Know

While ghost tapping sounds like something out of a scary movie, its a scam that can have very real consequences.

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HOT TOPIC: Trade Update: The Supreme Court Stepped In, but Many Tariffs Stand

This article explains the types of tariffs that are still in play and their potential impact on U.S. consumers and businesses.

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HSAs: A Triple-Tax Perk with Short- and Long-Term Benefits

Health savings accounts help manage short- and long-term health-care costs, while offering significant tax advantages.

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this years Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.

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Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employers retirement plan after you turn age 73.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Savings Accumulation

Estimate the future value of your current savings.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

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