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OverShare Advice and Planning, LLCOverShare Advice and Planning, LLC
September 9th Webinar - ETFs
By OverShare Advice and Planning, LLC Webinar

09 Sep: Webinar Replay – Does your Portfolio need Inspiration?

Get to know ETFs as a Portfolio Tool… Click the button to the right to download the presenation or click…

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August 5th Webinar - front cover
By OverShare Advice and Planning, LLC Webinar

05 Aug: Special Guests Discuss the Oil and Gas Markets – Is Your Portfolio Prepared?

Watch the Webiner Here Watch the Video Download the PDF Presentation Download Welcome! Thank you for joining us on this…

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Frisco Arts
By OverShare Advice and Planning, LLC Research

21 Jul: Research Report – Echo Recession for the Arts?

Read an interesting research perspective by our CEO, Mike Kurz, on the impact of the current economic slow down to…

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Photo - 7 Summer Financial To-Dos
By OverShare Advice and Planning, LLC Webinar

08 Jul: Live Webinar – 7 Summer Financial To-Dos: How many can you get DONE?

Join us on Wednesday July 22, 2020 at Noon for 26 Minutes of great ideas to consider. You will enjoy…

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Webinar Six Horrendous Mistakes To Avoid
By OverShare Advice and Planning, LLC Webinar

08 Jul: Webinar Recording – Six Horrendous Mistakes to Avoid – July 8, 2020

Six Horrendous Mistakes to Avoid – Recording Watch the YouTube Video Here! Watch Video Download the Presentation Slides Here.

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Webinar July 8th 2020
By OverShare Advice and Planning, LLC Webinar

02 Jul: Avoid these Six Mistakes – Learn More on July 8th Webinar

Register in advance for this webinar – CLICK HERE 🙂 Join us on Wednesday July 8th to dig in to…

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Office and Contact Info

OverShare Advice and Planning, LLC
6136 Frisco Square Blvd, Ste 400 #1099
Frisco, Texas 75034
469-777-6559
info@OverShareAdvice.com
Office Hours: By Appointment Only

About Us


We deliver Financial Planning and Investment Advisory with an expectation of providing a Fiduciary Standard of Care.

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