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Prudent Money Financial Services

Prudent Money Financial Services is committed to helping you achieve your financial goals with personalized solutions like money management and financial planning. We meet you where you are and create a tailored plan to reach your objectives. Get started on your path to financial security today. Best of all, there’s no fee to discuss how Prudent Money can help, whether you're just starting out or planning for retirement.

Money Management

Money management is the cornerstone of our services, providing a tailored strategy to help you achieve your financial goals. Through Plan A and Plan B portfolios, we balance growth and risk management to ensure long-term success, adapting to your unique needs and giving you confidence that your investments are protected and working to secure your future. 

Former Employer 401K

We can help you get the most out of your old 401K. Bob understands the rollover process and will work with you to create a plan that maximizes your returns, ensuring both your old and new 401Ks are working for you.

Retirement Income

Bob knows retirement income planning can be complex. He takes a comprehensive approach, considering your unique needs and goals to create a personalized plan that helps secure the income you need for retirement.

Retirement Planning

Bob offers personalized financial planning to help you make informed decisions by providing one-on-one investment advice. Ensure your finances are secure with pre-retirement or retirement planning.

3 Ways To Get Help...

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  1. Have a quick question? Feel free to reach out to us via email at info@prudentmoney.com.

  2. Need detailed answers? Schedule a phone call with Bob by calling 972-386-0384 to get your in-depth questions answered.​

  3. Interested in working with us? Book a virtual meeting with Bob to explore how we can assist you further! Call 972-386-084 today.

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