A process that's meaningful.
A partner in your mission.
PRACTICE AREAS
FINANCIAL PLANNING
Planning for your unique financial goals and what's important to you.
INVESTMENTS
Portfolio management, alternative
investments, and retirement plans.
RISK ANALYSIS
Evaluate and solve for risks that
impact your financial life.
LEGACY PLANNING
Strategies for wealth transfer and charitable giving needs.
BUSINESS PLANNING
Planning for current and future business goals, including exit and transfer strategies.
CASH MANAGEMENT
Insured deposits, electronic transfers, automated savings, and deployment strategies.
WHO WE ARE
PM Squared Financial provides financial advisory services to businesses and families in Texas and Oklahoma.
With PM Squared Financial you have a process that is meaningful and a partner in your mission.
We utilize our experience to partner with our clients in areas that include financial, risk, family legacy, business, and tax-efficiency planning.
Phil Stanley is a Financial Advisor that holds his series 7, series 66 and Life/Health Insurance licenses. He has a passion for helping his clients discover and achieve their financial goals. He is a proud husband and father and enjoys spending time with his family, friends and being involved in his community.
