Christian Retirement Planning for Plano, Frisco and McKinney, by Video
We do not have an office in Plano, Frisco or McKinney. Will Snodgrass, CFP®, works with Collin County and Denton County families remotely, by secure video and phone. Our only office is in The Woodlands.
Common questions we hear from North Dallas suburbs
If you moved to Texas for work, perhaps with a large employer, the questions may get specific as retirement gets closer:
- "What do I do with my 401(k) and company stock?" Rollovers, net unrealized appreciation and concentrated stock all have tradeoffs worth understanding first.
- "We moved from a state with income tax. What changes now?" Texas has no state income tax, which can change how you think about Roth conversions and withdrawals.
- "How do we keep giving as generously in retirement?" We look at giving from income, from appreciated assets, and from IRAs after age 70½.
- "Can we help our kids and still be OK?" We help you plan generosity toward family while keeping your own retirement plan in view.
How we work
- Take the Free Retirement Paycheck Readiness Scorecard at scorecard.matt25capital.com.
- Book a Clarity Call by phone or video.
- Share documents through a secure portal.
- Meet by video to build your retirement paycheck plan.
- Keep in touch with regular check-ins.
Services include retirement income planning, Social Security timing, tax-aware withdrawal planning, giving strategies, business owner planning and fiduciary asset management.
Areas served remotely
Plano, Frisco, McKinney, Allen, Prosper, Celina, Little Elm, The Colony, Richardson and Wylie.
Get started
Take the Free Retirement Paycheck Readiness Scorecard at scorecard.matt25capital.com, book a Clarity Call online, or call 620-670-9455 (calls only).
Related: Dallas-Fort Worth | Christian Financial Advisor in Texas | How to Choose a Christian Financial Advisor
Questions
Frequently asked questions
Do you have an office in Collin County?
No. We serve Plano, Frisco, McKinney and nearby cities by secure video and phone. Our office is in The Woodlands.
I have company stock in my 401(k). Can you help?
We can explain options such as rollovers and net unrealized appreciation, and how each may affect taxes. Your tax professional should be part of that decision.
Is meeting by video as thorough as in person?
We share our screen so you see the same plan we do. In-person meetings are also available at our Woodlands office.
Do I have to be a Christian?
No. Everyone is welcome.
Securities and advisory services offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Fixed insurance products and services are separate from and not offered through Commonwealth. Advisory services are offered only to residents of states where Will Snodgrass is properly registered or exempt from registration. Securities business is conducted only in states where he is properly registered. Information on this page is not an offer of services in any other state.