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 * WHO WE ARE
   
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THE PERSONAL MONEY PLANNING DIFFERENCE

 

Personal Money Planning, LCC is a Securities and Exchange Commission (SEC)
Registered Investment Advisor providing Financial Planning and Investment
Management services. The firm is located in Wichita Falls, Texas. We work with
individuals, families, and businesses, to help them determine and achieve their
financial goals.

We don't just tell you what to do; we take the mystery out of financial planning
and investments. Our clear recommendations will show you how you can reach your
goals...and perhaps achieve your dreams.

Who We Are

 


INVESTMENT MANAGEMENT

Investing begins with goals…your life goals. Whether planned or not

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RETIREMENT PLANNING

Too many people are leaving their retirement planning to chance. Study

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FINANCIAL ADVICE

Some people don’t want us managing their investments or creating their


MEET OUR TEAM


GARY SILVERMAN CFP®

Founder

Gary is the founder of the firm. Back in 1993, he formed Personal Money Planning
as a place where folks could turn for help and advice in their money matters.
Early on he saw the...


MICHELLE KUEHNER CHFC®, CEP® , CRPC®, CEPF®, ADPA®, FPQP™, CCC, CFHC

President; Certified Financial Fiduciary®

Michelle, a lifelong Wichita Falls resident, joined Personal Money Planning in
2005, making her a Financial Services Industry veteran. In 1993, she began her
career primarily in...


BRITTANY SCHULTZ

Vice President

Brittany has a Bachelor of Science in Accounting from UMUC, where she graduated
Cum Laude. She holds the Series 65 license which allows her to provide
investment management advice...


RACHEL ESSER

Executive Assistant

Rachel is the newest addition to the office and new to the Wichita Falls area.
She grew up an Army brat but calls Virginia home since that is where she
attended high school and...


DENNICIA JEFFERS

Dennicia, or "Denny" as you may have heard us call her, is the newest addition
to our team. She was born and raised on the island of St. Christopher where she
began her career...


HOW CAN WE HELP YOU?

Find out how we can help you reach your financial freedom

Our Services Contact Us




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WHY IS GOLD GOING UP?




GOLD REVISITED - PART ONE




LIVE AS IF IT WAS YOUR LAST DAY - SORT OF




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PLEASE NOTE: Office Hours Are By Appointment Only....Because we set aside time
just for YOU. Personal Money Planning is a fee-only financial planning and
investment advisory firm. We help people reach the goals they have in life
through financial planning, offering investment advice, and managing
investments. We act as a fiduciary so the clients' interests are always first:
The recommendations we make are better than just suitable, they are specifically
tailored to be the best for the client's life. Also, we are paid by either a
flat-fee or percentage of assets, not commissions, so our clients know we are
not being enticed by any additional payment to ourselves from the companies we
recommend.

4245 Kemp Blvd., Suite 1007
Wichita Falls, TX 76308


940-692-6885
mail@personalmoneyplanning.com
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