Plan to

Enjoy your money.


We help people feel good about their money plan, so they can live life to the fullest.

 

Retirement is not a destination; it’s a journey.

This is why we believe that a strong financial plan is the single most important tool for building a happy future.

As seen or heard on

CNNMoney
download
34020b2a0620c8d493aabdc64389899e

Stonebridge Financial Group

is an independent, retirement-specific financial planning and private wealth management firm serving the McKinney, Frisco, Plano, Allen and surrounding Texas areas as well as many other states.

We believe that financial planning has been broken, and we’ve set out to fix that. Your future shouldn’t be treated like a sales presentation. Financial service advice should go beyond just investments. That’s why we’ve created the Money Master Plan™ to address the five most important areas of risk in retirement.

We provide families and individuals with a written financial plan covering these five areas:

graph
retirewithclarity

Listen to “Retire With Clarity” — a show about planning for your financial future

Hosted by Nick Davis, a Retirement Income Certified Professional (RICP®) and a Chartered Financial Consultant (ChFC®), this weekly show covers different strategies that can help you build a better retirement. Too many people assume their retirement will take care of itself — but it won’t. You need a plan! And Nick can help.

Boost your financial knowledge at one of our upcoming workshops or watch our online webinars from the comfort of your home.

“Our Mission: To inspire confidence in making financial decisions through education and research-based planning; and for our families and individuals to always sense the care and thoughtfulness that goes into every relationship.’’

Nick Davis | Founder