PLAN AHEAD ADVISORS, INC.
WEST PALM BEACH, FLORIDA

Plan Ahead Advisors, Inc., has been a trusted ally in financial advisory since its inception on May 9, 1996. Nestled in the vibrant city of West Palm Beach, Florida, this company carries forward its commitment to helping clients navigate their future financial landscape as part of a Division of Mortgage Pools (DOMP). The team at Plan Ahead Advisors, which once went by the name Cambridge Financial Services of South Florida, Inc., embarked on a new chapter when they embraced their current identity on May 24, 2013. They pride themselves on maintaining clear and compliant corporate practices, as evidenced by their FEI Number: 650685931. Located at the convenient address of 2101 Vista Parkway, their headquarters serve as both an office hub and a beacon for clients seeking guidance through complex investment planning. The dedicated team at Plan Ahead Advisors is passionate about tailoring financial strategies that not only meet but exceed client aspirations for wealth management. For those eager to learn more or connect directly with these experts, you can visit their website at planaheadadvisors.com or reach out by phone at (561) 686-2252. Guiding the company's vision and operations are key figures like Randy Hough, Director of the firm, alongside Dennis S. Gelfand, Vice President, who bring deep expertise to their roles. Notably, the organization remains transparent in its operations, as shown by their recent annual report for fiscal year 2024 filed on March 12, 2024.