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Oath Planning - Plano Wealth Management & Financial Advisors
Integrated wealth planning in Plano for peace of mind.
5
Business
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Integrated wealth planning in Plano for peace of mind.
Oath Planning - Plano Wealth Management & Financial Advisors provides finance and consulting services in Plano, TX. At 6860n Dallas Pkwy Suite 200, clients access investments, IRAs, wills and trusts, all under one roof. Reviews praise a knowledgeable, responsive team and easy reach by call or text, delivering peace of mind through coordinated financial planning.
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Comprehensive management of investments and assets tailored to your financial goals.
Personalized strategies for retirement, education, estate planning, and more.
Expert guidance on IRAs, stocks, bonds, and other investment vehicles.
Services including wills, trusts, and legacy planning to protect your assets.
Customized plans to ensure a secure and comfortable retirement.
Oversight and administration of family trusts and other fiduciary services.
Overall rating
Michelle Minor
Teri Shriner
All our interactions with our trusted people at Oath have been wonderful. They are all knowledgeable and ready to answer questions and help in any way.. I would recommend Oath highly for any of your financial needs from Wills and trusts to investments and IRAs .
Gary Collings
If you’re looking for peace of mind I would recommend OATH Planning. Having all of my investments under one company as well as my family trust gives me peace of mind. Jill & JJ are always just a call or text away. I would highly recommend Oath for all of your financial needs.
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