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Planning by Design Financial, based in Plano, TX, specializes in retirement planning through a series of educational workshops aimed at helping clients gain confidence in their financial futures. Their services include a variety of strategies such as creating personalized pension plans, understanding the benefits of Roth accounts, and exploring college savings options.
The firm believes that successful retirement plans require careful consideration of individual goals and priorities, and they emphasize the importance of tailoring financial strategies to meet those specific needs. Planning by Design Financial does not provide legal or tax advice, encouraging clients to consult appropriate professionals for their unique circumstances.
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