About Us

 

Plan Ahead, Inc. was formed in 1992 by Paul Schnitman at the request of clients of another company Paul owned (Schnitman Group).  Schnitman Group is a pension administration company that started in 1984 and was sold to Nathan Schnitman in 2006.  Paul's clients requested he manage their money on a fee only basis.

 

Paul began his career in 1979 by entering the life insurance business with his father, Robert Schnitman.  Paul earned his Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC) designations in 1982 and 1985, respectively.  Robert administered a small number of retirement plans, and Paul began marketing for retirement plans in 1980.  Within that year, Paul was administering retirement plans under Robert's direction.

 

Paul stopped selling insurance to devote his energy to Plan Ahead, Inc., a "Registered Investment Advisor".  Its purpose is to bring organization to your financial matters by providing money management and financial consulting.

 

We can help you develop a roadmap for your financial future.  We tailor your financial plan to meet your goals.  We will ask you questions that will reveal where you want to go and how long you want to take to get there.  Working together, we can decide the best route to accomplish your goals.  Plan Ahead, Inc. makes charting your financial future simple and convenient.  Let us show you how simple managing your financial life can be.