Free Upcoming Seminar
Personal Money Planning is hosting a free upcoming seminar.
Mark your calendars for February 18 from 5:30 p.m.-7:30 p.m.
Gary will be discussing the new 2010 Roth Conversion, explaining what it is, and helping you decide if it is right for you.
David Welch, a local CPA, will be talking about 2010 Tax Updates.
The location will be at Courtyard by Marriott Wichita Falls meeting room, 3800 Tarry Street.
We will be serving light refreshments and will have handouts, so please RSVP to 940-692-6885. This will help us ensure we have enough of both.
About Us
Personal Money Planning is an 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.
Gary Silverman, a Certified Financial Planner® (CFP), is the founder of the firm and serves as its investment advisor and financial planner.
To start learning about us, sign up for our e-mail newsletter. Twice a month you'll learn more about how to handle your personal finances and investments. You'll also get an idea of who Gary Silverman is and what Personal Money Planning is all about.
To learn even more about us, use the links on the left menu to read descriptions of our company, services, and staff. You will also find a wide array of financial articles, as well as important documents concerning the way our company works. If you don't find what you are looking for, or just have a question, feel welcome to contact us and we'll respond as soon as we can, usually within 24 hours.
We have been awarded with an A+ rating from the BBB (Better Business Bureau), for more information, click here.
