Being new to DFW and knowing next to nothing about retirement planning, I needed trustworthy advice. I attended a course that Kasey routinely holds and was impressed with how it was delivered. I met with Kasey and explained my goals and what I had to work with. He developed a comprehensive and solid plan that will secure my future. I would recommend talking with Kasey.
October 2024
Kasey is a highly professional and caring financial advisor. He listens very carefully to the clients requirements and tailors his plan to our specific needs. He has deep expertise in this subject and spares no effort in educating us on the most suitable path to take. He is all about client first. I will go to Kasey at planning by Design financials for all my future planning and financial management needs. Thank you Kasey.
September 2024
We would recommend Kasey to anyone. Kasey is a caring individual who is interested in your physical and spiritual well-being equally with your financial health. Kasey listens and give advice that one can take or leave without sales pressure.
Being new to DFW and knowing next to nothing about retirement planning, I needed trustworthy advice. I attended a course that Kasey routinely holds and was impressed with how it was delivered. I met with Kasey and explained my goals and what I had to work with. He developed a comprehensive and solid plan that will secure my future. I would recommend talking with Kasey.
Kasey is a highly professional and caring financial advisor. He listens very carefully to the clients requirements and tailors his plan to our specific needs. He has deep expertise in this subject and spares no effort in educating us on the most suitable path to take. He is all about client first. I will go to Kasey at planning by Design financials for all my future planning and financial management needs. Thank you Kasey.
We would recommend Kasey to anyone. Kasey is a caring individual who is interested in your physical and spiritual well-being equally with your financial health. Kasey listens and give advice that one can take or leave without sales pressure.