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About Us

We offer a team approach to financial planning, offering you a broader scope of expertise than you will likely find in any one person. Clients are our main priority, which is why we work to understand your unique circumstances and ultimately create a distinctive plan that provides a roadmap for your financial journey.

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The financial advisors at First Choice Financial Planning are a highly experienced team that work with our clients to plan for retirement, education, insurance, estate, business, and tax needs.

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Meet Our Team

Meet the Creative Planning Team at First Choice Financial Planning, our in-house specialists collaborate to guide you toward lasting financial success. With a client-first approach and deep expertise, we’re here to help you navigate every stage of your financial journey. Our team includes CERTIFIED FINANCIAL PLANNER™ professionals, and we partner with Certified Public Accountants (CPAs) and Estate Planning Attorneys to deliver fully integrated strategies. Together, we tailor each plan to your unique goals, so you can move forward with clarity, confidence, and peace of mind.

Striving for Excellence

Our Company Values

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Personalized Advice

Our approach is all about understanding you. Unlike one-size-fits-all advisors, we offer solutions that are customized and always in your best interest.

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Client-Centered Approach

Our clients are at the heart of everything we do. We listen to your goals, understand your concerns, and create personalized strategies to support your financial journey.

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Trustworthy Advice

Our advice is straightforward, easy to understand, and always rooted in your best interests, so you can make informed financial decisions with confidence.

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Consultation

Strategic Plan

Implementation

​We start with an in-depth consultation to understand your goals, current finances, and vision for retirement

Based on your unique needs, we craft a tailored retirement plan to align with your lifestyle and financial goals

We guide you through every step, from selecting the right investments to planning for healthcare and estate

CONNECT WITH US

Mon - Fri

8:00 am – 4:30 pm

First Choice Financial Planning: 333 East Bethany Drive, Suite I-110 Allen, TX 75002-3813   |  T 469.795.9231  |  F 469.519.4354  |  Maps and Directions

Disclosures:There are no warranties implied. First Choice Financial Planning LLC (“RIA Firm”) is a registered investment adviser located in Allen, Texas. First Choice Financial Planning LLC may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. First Choice Financial Planning LLC website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment-related information, publications, and links. Accordingly, the publication of First Choice Financial Planning LLC website on the Internet should not be construed by any consumer and/or prospective client as RIA Firm Name’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by First Choice Financial Planning LLC with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of First Choice Financial Planning LLC , please contact the state securities regulators for those states in which First Choice Financial Planning LLC maintains a registration filing. A copy of First Choice Financial Planning LLC’s current written disclosure statement discussing RIA Firm Name’s business operations, services, and fees is available at the SEC’s investment adviser public information website – www.adviserinfo.sec.gov or from First Choice Financial Planning LLC upon written request. First Choice Financial Planning LLC does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to First Choice Financial Planning LLC’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. This website and information are provided for guidance and information purposes only. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice. ​Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. and First Choice Financial Planning. First Choice Financial Planning is not a registered broker/dealer and is independent of Raymond James Financial Services. Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability. Raymond James legal disclosures: https://www.raymondjames.com/legal-disclosures ​FINRA Broker Check: https://brokercheck.finra.org/​Dawson Private Wealth: www.dawsonprivatewealth.com

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