This is who we serve

The Corporate Employee

It has been a journey and you have built a nice career. You have saved and invested along  the way. Now you are ready to imagine the next stage of life. Let’s dig in to the fun stuff and see what the future holds. 

The Previously D.I.Y. Investor

You may have had a few advisors over the years, but you have been the driver of your portfolio and planning decisions. Now that your nest-egg has grown and your situation is more complicated, you are ready to interview a Financial Planner that can partner with you to be sure you get it right.

The Business Owner

Sacrifice, hard work and your special approach contributed to your success. Now you want to build wealth outside your business and prepare for the day you transition into the next stage of life.

0
Support Posts
0
Total Subscriptions
0
Average Number of Days in a Lifetime
0
Average Number of Days in Retirement
Choose Your Planning Focus

Formal Financial Planning

Retirement Income Planning

Social Security and Medicare Benefits

Insurance Coverage Review

Scenarios and Financial Modeling

Counseling and Coaching

Step 1
Discover 
Step 2
Plan
Step 3
Review
CORE Client Engagement

We begin with a great conversation designed to document your most important financial promises and expectations for the future. Together, we will determine the best financial planning engagement for your current and expected future financial situation. Let’s work on your planning strategies and structure necessary to drive your desired outcomes. OverShare Advice and Planning, LLC and our CEO Mike Kurz only meets with a select group of clients in an effort to provide a focus and dedicated core client engagement.

Fun on Two Wheels

We are not built for everyone and that is on purpose. Take a look around and once you get comfortable, let’s talk. We decide to work with only a portion of those we get introduced to each year. For those that are a great fit, we will work hard to deliver quality service.

Cycling Enthusiast

We focus on serving the cycling and biking communities. We have a passion for fun on two wheels and love sharing this with our clients.

Choose Your plan & Cost
Quick Start Plan
$2500
One Time Fee
Documented Financial Planning
Budgeting and Cash Flow
Asset Allocation
Portfolio Recommendations
Education Planning
Retirement Planning
Digital - Online Planning Tools
Custom Plan
$5000
Initial Fee with Annual Option to Renew
All Items In Quick Start Plan PLUS...
Stock Option Planning
Business Owner Planning
$1 Million Minimum Net Worth
Modeling and Scenario Planning
Risk Management
Behavioral Finance
New
Retirement Income plan
$3500
Annual Renewal Recommended
Retirement Paycheck Planning
Social Security Benefit Strategies
Medicare Review
Retirement Expense Projections
Scenario Planning
Retirement Mindset Coaching
Unique Retirement Risk Review
investments
1.40%
Starting Advisory Fee Rate
Tiered Fee Schedule for Accounts
Analysis and Research
Portfolio Matching
Risk Assessment
Active and Passive Funds
Strategic and Opportunistic Allocations
$500,000 and Up Preferred Clients
Address

OverShare Advice and Planning, LLC, 6136 Frisco Square Blvd, Ste 400 #1099, Frisco, Texas 75034, United States

PHONE

Phone: 469-777-6559

*We rarely accept unexpected phone calls – please leave a message.

CONTACT Info

info@OverShareAdvice.com

OverShareAdvice.com

Client Meetings

Monday-Friday: By Appointment Only

Saturday: Riding Bikes

Sunday: Closed