Personal Financial Consultation
For families, professionals, pre-retirees, and retirees. Cash flow, protection, retirement, and long-term goals.
Request this consultationContact & Consultation
Let's Talk About What You Want Your Financial Future to Accomplish
Complete the form or schedule a consultation to begin a conversation about your family, retirement, protection, business, or legacy goals.
Telephone
469-259-2112
Email
info@phfinancials.org
Office
Serving the Plano, Texas metro and clients nationwide.
Office address confirmed at time of appointment.
Hours: Mon–Fri · 9:00am–7:00pm CT · Evenings and weekends by appointment.
Choose the path that fits your situation.
Business Owner Consultation
For entrepreneurs, executives, and employers. Owner protection, retirement plans, key-person, and succession.
Request this consultationCareer Opportunity Conversation
For individuals interested in becoming licensed financial professionals — training, mentorship, and licensing pathway.
Request this consultationConsultation Request
Tell us how we can help.
A licensed Puzz Heritage financial professional will follow up to confirm your consultation and share preparation materials.
- Confidential, no-pressure conversation
- Coordination with your CPA or attorney when appropriate
- Virtual or in-person, based on your preference
Please do not send Social Security numbers, bank login credentials, complete account numbers, medical records, tax returns, or other highly sensitive information through this form. If needed, we'll gather those securely at the appropriate time.
Pick a time that works for you.
Prefer to skip the form? Choose the conversation type below to open the scheduling calendar. Reschedule any time from the confirmation email you'll receive.
15-Minute Introductory Call
A short conversation to understand your situation and answer initial questions.
Request This Time30-Minute Financial Consultation
For individuals and families — cash flow, protection, retirement, and legacy planning.
Request This Time45-Minute Business Owner Review
For owners and executives — owner protection, employee benefits, and succession.
Request This TimeFinancial-Services Career Overview
Learn about training, licensing, mentorship, and the development pathway.
Request This TimeDirect scheduling opens in a new tab powered by our scheduling provider. If a calendar isn't yet connected for a given option, use the request button to have us book it for you.
What to Prepare
A few items make the first conversation more productive.
Bring what you have — nothing is required. The goal is a helpful conversation, not a document review.
- Recent retirement-account statements
- Existing life-insurance information
- General income and expense information
- Business information where applicable
- Financial questions and priorities
After You Book
You'll receive a confirmation with everything you need.
- · A confirmation of your selected appointment and meeting method.
- · A short preparation guide tailored to the conversation type.
- · A rescheduling link — change or cancel any time up to the meeting.
- · Educational resources related to your primary interest.
Educational disclaimer
Contact through this website does not create a client relationship and is not individualized financial, insurance, tax, or legal advice. Puzz Heritage Financials does not provide tax or legal advice unless separately qualified and authorized. Insurance-product guarantees are subject to the claims-paying ability of the issuing insurance company.