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John Gay, CFP®

Frisco Financial Planning LLC

9555 Lebanon Road
Suite 202
Frisco, TX 75035
Phone: (469) 248-6237

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Household Income Minimum: $0
Investable Asset Minimum: $0

Specialties
  • Attending College
  • 401(k)/403(b)/IRAs
  • Charitable & Planned Giving
  • Asset Allocation
  • Investment Management
  • Employee Benefits
  • Mutual Funds
  • Insurance
  • Retirement
  • Stocks & Bonds
  • Sudden Wealth

 

How Planner Charges

Considerations: Services best-suited for assets > $250,000 and/or household income > $150,000

I will provide a free initial consultation to prospective clients so we may determine if their needs and my practice are well-matched.