The Personal Money Planning Difference

 

Personal Money Planning, LCC is a Securities and Exchange Commission (SEC) Registered Investment Advisor providing Financial Planning and Investment Management services. The firm is located in Wichita Falls, Texas. We work with individuals, families, and businesses, to help them determine and achieve their financial goals.

We don't just tell you what to do; we take the mystery out of financial planning and investments. Our clear recommendations will show you how you can reach your goals...and perhaps achieve your dreams.

Who We Are

Meet Our Team

Founder

Gary is the founder of the firm. Back in 1993, he formed Personal Money Planning as a place where folks could turn for help and advice in their money matters. Early on he saw the...

Vice President

Brittany has a Bachelor of Science in Accounting from UMUC, where she graduated Cum Laude. She holds the Series 65 license which allows her to provide investment management advice...

Executive Assistant

Rachel is the newest addition to the office and new to the Wichita Falls area. She grew up an Army brat but calls Virginia home since that is where she attended high school and...

How Can We Help You?

Find out how we can help you reach your financial freedom

Our Services Contact Us

Blogs