What is your financial color?

Financial Colors Wealth Management is located in Plano, TX and services clients in North Dallas and surrounding areas. We are also registered and licensed to work with clients in Arkansas, California, Colorado, Florida, Louisiana, Oklahoma, Texas and Washington.

Our goal at Financial Colors Wealth Management is to help all our clients build, maintain and preserve their wealth. We work with all individuals in the areas of financial advise and planning, investments, insurance and retirement. Not focusing only on a specific group of people that are in a certain age or have a certain net worth. Whether you are a high net worth individual/family and want to maintain and preserve your wealth, or,  you are in debt and need a financial plan to organize your finances and start building wealth, Financial Colors Wealth Management is here to help.

Financial Colors Wealth Management is surrounded by knowledgeable and experienced financial professionals who have the heart of a teacher, will take the time to listen to you, learn about you and whats important to you, and put a plan in place to help you build, maintain and preserve your wealth.

We chose three colors starting with red, yellow and green to represent our process. 

Clients in the red, either don’t have a financial plan in place or they are facing financial difficulties such as debt, have no financial education and other financial challenges and need guidance. 

The color yellow indicates that a client has made some good financial choices such as saving money and paying down debt. But, still need a cohesive financial plan to build and preserve their wealth. The color green indicates a client that has a well thought out financial plan that they are executing and need to maintain and preserve their wealth. 

Where ever our clients are, in the red, yellow or green, we will meet them there and help them make progress towards building, maintaining and preserving their wealth. Our clients are like family and at Financial Colors Wealth Management, our priority is for our clients to have peace of mind. 

Our Financial Planners at Financial Colors Wealth Management in Plano, TX, have an experienced and knowledgeable team that provide a wide variety of financial planning and insurance strategies services. We focus on helping our clients build, maintain and preserve their wealth. Plus we also help our clients be able to minimize or reduce risk on their investment portfolios, their assets and when it comes to making decisions for themselves and their business.

In addition to financial and retirement planning, our Plano Financial Planners provides life insurance products such as term life insurance, whole life insurance and permanent life insurance products for individuals, families and businesses. Life insurance strategies are very important and our Wealth Advisors at Financial Colors Wealth Management can help with the appropriate life insurance product to protect your family and your business.