The Advanced Planning, Inc. Professional Team
At Advanced Planning, Inc., our dedicated team of professionals can help you not only build and maintain wealth through a unified team approach, but also map your path to continued success.
We know your financial future is a personal matter, and that's how we approach the business of wealth management at our firm: with a personalized approach. By focusing on wealth management from your perspective, and not the perspective of those at our firm, we can help you follow your unique path to reach your financial goals.
Often when clients seek advice on tax, legal, or financial planning issues, the end result is a patchwork of conflicting suggestions. Our professional team includes a CPA, an Attorney, and a Certified Financial Planner®, all of whom work together to create a comprehensive plan addressing all aspects of your journey.
If you would like to speak with Guy Hatcher, or any other member of our team, please contact Advanced Planning, Inc. today.
Guy Hatcher, CFP®
Advanced Planning, Inc.
Guy Hatcher, a Certified Financial Planner®, is the founder and president of Advanced Planning, Inc. Guy established the firm in 1993 to fulfill his desire to offer clients a unique life and financial planning experience. His areas of expertise include wealth management, estate planning, and business coaching.
With help from the team at API, Guy is able to focus his unique talents on what's important; helping his clients enjoy success on their terms.
Guy has been in the financial planning business since 1987. He received his certification from the respected College of Financial Planning in Greenwood Village, Colorado.
Dynamic, compassionate, and intuitive, Guy has a unique gift for understanding people and their needs, as well as a rare ability to render complex financial issues in straightforward terms. Having helped thousands of families and businesses build wealth and enjoy ongoing success, Guy Hatcher is perfectly positioned for the role of coach on your financial planning team.
The Company Coach®, Solutions 4 Wealth®, and the team concept are several of the creative methods Guy has developed to ensure that the highest level of service and value is provided to his clients. Guy is also a nationally recognized speaker at industry conferences and has trained successful individuals and business owners in hundreds of educational workshops and seminars.
Patrick J. McKinley
Certified Public Accountant
Adding extraordinary value to our team of professionals, Patrick J. McKinley has nearly two decades of experience in the areas of tax planning and business planning. As a certified public accountant, Patrick is an integral part of the team concept approach at Advanced Planning. This approach is based on the belief that, with a team of diverse professionals working together to form a cohesive plan, conflicting and confusing suggestions will be a thing of the past. It is in this spirit that Patrick works with our team to provide the most comprehensive tax services.
Patrick McKinley is an independent tax professional whose specializations include consulting, accounting and tax services for various industries, with a specialization in medical and dental professionals. He is also a highly experienced provider of tax planning and compliance services, including partnerships, corporations, limited liability companies, and individual returns. Patrick is committed to working side-by-side with Advanced Planning to provide the utmost in personalized consulting and tax services.
Patrick takes pride in providing his clients with hands-on, personalized service, and with his vital role in the team concept approach at Advanced Planning. His clients have experienced first hand the benefits of utilizing a cohesive team concept.
Patrick graduated from the University of Oklahoma in 1994 with a degree in accounting. He is a member of the Texas Society of Certified Public Accounts and the American Institute of Certified Public Accountants. As an expert in the field, Patrick is a frequent lecturer in tax planning, compliance, and a wide range of other issues.
Lee M. Smith, J.D.
Attorney
As part of the Advanced Planning professional team, Lee M. Smith brings more than 30 years of legal planning experience. In coordination with the firm's Certified Financial Planner® and Certified Public Accountant, Lee's legal expertise rounds Advanced Planning's team concept of planning. The result ensures that each client obtains a cohesive strategy with input from a cross-section of financial, legal and tax planning professionals.
Lee received his Doctor of Jurisprudence degree at Texas Tech University School of Law. He is a highly respected attorney whose areas of expertise cover a wide range of legal issues. In his private practice, Lee focuses primarily on estate planning, business, real estate and other legal and tax planning issues. Areas of discussion include entity formation, liability planning, business continuation, and distribution and control of one's assets.
Lee began working in the area of executive coaching in the1990s. His passion to help individuals succeed grew into a thriving practice that focused on helping individuals and business owners obtain the highest-quality financial planning services from a single source.
As an educator, Lee teaches his clients options that will help them achieve their goals. Lee continues his educator skills as he currently teaches at Texas Wesleyan University.
The Advanced Planning Team is enhanced by nearly three decades of Lee's experience. Lee M. Smith and the entire team are ready to help you succeed.
If you would like to learn more about the services we provide, and how they can help you follow your own path in life, please contact Advanced Planning, Inc. today.
Advanced Planning, Inc.
201 Countryside Court
Southlake, Texas 76092
Phone: 817-416-1975
Fax: 817-416-1955