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Retirement Planning Starts Now
 

​Empowering your retirement journey with clear guidance and lasting financial security

Retire With Less Stress and More Confidence

Maintaining financial freedom in retirement is our clients most frequently cited goals. Our comprehensive, customized approach can help you enter the next phase of your life with confidence.

Your Custom Retirement Plan Will Include:

  • Retirement Readiness Tool
  • Retirement Income Projection
  • Required Minimum Distribution Strategy
  • Education Report
  • Roth Conversion Strategy
  • Qualified Premium Analysis
  • Mailbox Income Analysis
  • Dividend/Income Strategy

The Retirement Plan, Built Around You

At First Choice Financial Planning, we provide personalized retirement planning that helps you confidently navigate your unique journey, aligning your financial resources with your lifestyle goals while preparing for future uncertainties.

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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