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Your Money Matters | Tax Preparation Office

(30)

Fee
Financial
Efficient

“Originally, we had done 1800 Accountant but their failure in actually assisting our business led us searching desperately for an actual CPA, which thankfully brought us here!”

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SMD Consulting & Accounting

(28)

Bookkeeping
Job
Team

“Sean and his team go way beyond mere accounting services -- they bring to the table ideas and strategic options that make my business stronger and more profitable.”

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Eaton, Quenzer & Associate

(29)

Quality
Family
Questions

“Long time client (15+ years) of this CPA firm - consistent quality accounting services.”

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Retirement Planners of America

(27)

Financial Planner
Strategy
Decision

“I am most pleased with all the different communications they have with their clients: one-on-one meetings, annual large group events, email videos etc that keep their clients well informed on the economy and the latest market conditions.”

Featured

If you’re retired or retiring soon, let us help you create a comprehensive retirement plan designed to help grow your investments when the market allows, but also protect your assets from a market crash. This free virtual seminar outlines our Invest and Protect Strategy—the same one that signaled us to get our clients out of the market during the 2008 crash. Our goal is to help you discover a path to financial peace of mind and to have your money last as long as you do.

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Assetbuilder

(1)

“I had the pleasure of also having Asset Builder as a client of Idea Grove for about a year and thoroughly enjoyed getting to know the executive team during that time.”

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Gordon Oak Financial

(29)

Options
Budget
Family

“I worked with Jeff over the last year and he helped me put my finances in perspective and created an action plan to set me up in a better position for the future.”

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Strategic Estate Planning Services

(4)

“Being 10 years older than my wife, statistically I'm dieing 1st so the need is highly trustworthy advisors.”

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Domain Tax Advisors

(12)

Professional
Questions

“Domain Tax Advisors is a firm that you don't want to miss out on; no matter if you are a sophisticated investor, an average family household individual, or an aspiring youngster like myself who dabbles real estate, stocks, alternative investments, an...”

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Pearl Financial Planning

(1)

Services, Why Cfp?

“Gretchen did an amazing job drawing up an action plan that was easy to follow and put us on the right track to meet our financial goals.”

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Your Richest Life

(4)

Financial Plans, Speaking

“Katie is personable, consistent in her follow-up, thorough, very knowledgeable, and uses online tools that make the collaborative process easier when tracking our financial progress and goals.”

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American National Bank of Texas

(8)

“Great customer service”

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Watchman Group

(3)

Investment Management, Tax Analysis & Strategy, Family Office Services

“Excellent staff and excellent financial planner.”

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Cure Financial

(2)

“Fantastic crew, always concerned about me and my families Financial needs.”

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Peak American Financial Group

(5)

“We have had nothing but good with Sue.”

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Cowboy Tax

(25)

“Honestly the best ppl I ever been doing my tax with friendly professional they treat you like family definitely will be back from now on and will highly recommend!!!”

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Moneyworks DFW

(3)

“David Duston and Money Works DFW is continuing to not only meet our families financial planning needs himself exceeds expectations in providing access to his vast network of other professionals services in Legal, Estate Planning, and overall a comple...”

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Willow Bend Wealth Management

(3)

“Peggy and the entire team at Willow Bend are always proactive and responsive to our needs and concerns; and I would recommend them to anyone.”

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Andre Zaal Advisor Group

(4)

Trusts, Estate Planning, Life Insurance

“Andre Zaal Financial Group was personable and showed me various options for not only planning a secure retirement, but allowed me to spend one on one time to really understand my options.”

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Steve Hill & Associates Cpa's

Small Business Services, Payroll Services, New Business Services

“Modern technology allows us to set up virtual meetings, or you are welcome to visit our office. We are in the Legacy Bank building on the southwest corner of Preston and Legacy in suite 490. You deserve a team willing to put in the time to develop a ...”

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Financial Colors WM

(7)

Fidelity, Become A Client, GWP Login

“I met with 4 other financial planners and Joel was the only one who showed and proved to me that he cares about me and how he can help me plan for me and my families future.”

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Vernon Financial Group

“Vernon Financial Group, LLC focuses on educating middle to moderate income earners on how wealth is created. Common core values; Trust, Ethics, Faith and Focus on the client are the cornerstone values of our company. We know that in order to make you...”

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Schlegeldunn

(1)

Resources Financial Guidance Financial Calculators, Financial Calculators, Financial Guidance

“Have been working with this firm for several years now and am very happy with my financial advisor.”

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Sfmg Wealth Advisors

“We are fee-only wealth advisors based in Dallas, Texas. Fee-only means we are only paid by our clients and do not receive any other compensation based on the sale of products or trades we place. We use data, research and care to help you feel secure ...”

FAQs

What separates SFMG from other firms?

Our relational approach to investment management and financial planning. Our multi-generational team, network of trusted and established professionals, and our access to unique alternative investments make a noticeable difference.

How often does SFMG meet with clients?

Our meeting schedule depends on your needs and preferences. At a minimum, we want to meet with you once a year. Most clients have semi-annual or quarterly meetings.

Does SFMG have a type of client you specialize in working with?

We specialize in working with clients who value and seek our advice. Many types of people could fall into this category. We work with entrepreneurs, executives, doctors, attorneys, CPAs, and established professionals.

Are SFMG clients local or national?

While a majority of our clients are located in Texas, we do have clients all over the United States and the world. All clients have the option of in-person or virtual meetings. We pride ourselves in meeting with our clients consistently and always keeping open lines of communication.

We try to answer commonly asked questions like these on the FAQ page of our website.

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Harbor Financial Services

Services & Fees, Printable Order Form, Client Login

“"HFS was great from start to finish. They always told me exactly what to expect, and delivered on everything, on time, and on budget. I am recommending HFS Offshore to all my clients who need this type of service. "”

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Average Cost	$3691
Minimum cost	$1231
Maximum cost	$10457
Avg Per Hour Rates	$370

Best Financial Advisors in Plano, TX

The highest-rated Financial Planning & Wealth Management companies out of 159 vetted & reviewed in the Plano area.

Your Money Matters | Tax Preparation Office

SMD Consulting & Accounting

Eaton, Quenzer & Associate

Retirement Planners of America

Assetbuilder

Gordon Oak Financial

Strategic Estate Planning Services

Domain Tax Advisors

Pearl Financial Planning

Your Richest Life

American National Bank of Texas

Watchman Group

Cure Financial

Peak American Financial Group

Cowboy Tax

Moneyworks DFW

Willow Bend Wealth Management

Andre Zaal Advisor Group

Steve Hill & Associates Cpa's

Financial Colors WM

Vernon Financial Group

Schlegeldunn

Sfmg Wealth Advisors

Harbor Financial Services

Retirement Planning and Investment Management Services in Plano, TX Cost Estimates

Why these companies made our list

Wealth Management Advisors near Plano

Popular in Plano