Wheat-Givens Financial, LLC

Wheat-Givens Financial, LLC Wheat-Givens Financial, LLC is a locally-owned independent advisory firm located in McKinney, Texas. Our clients are busy people with serious financial goals.

At Wheat-Givens Financial, we are the "captain" of our client's financial ship, helping navigate the sometime tumultuous waters of financial planning and investment management. We help them stay the course to reach those goals! Securities offered through United Planners Financial Services, Member FINRA/SIPC. Advisory Services offered through Wheat-Givens Financial, LLC. Wheat-Givens Financial and United Planners are not affiliated.

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling com...
02/17/2025

What do you know about net unrealized appreciation (NUA) and how it can affect your tax responsibility? When selling company stocks in your retirement account, it could prove essential.

Net Unrealized Appreciation and how it affects tax responsibilities.

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea ...
02/14/2025

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth...
02/12/2025

This piece guides readers through placing financial pillars in place, sustaining financial well-being or creating wealth.

Sustain financial well-being or create wealth through these actions.

What will your family do if you can't earn an income? Here are steps you can take today.
02/10/2025

What will your family do if you can't earn an income? Here are steps you can take today.

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drov...
02/07/2025

Steady Fed policy and unexpected tech news shaped February's markets. This month's Market Insights breaks down what drove performance and what investors are continuing to watch in 2025.

Stocks rallied in January on upbeat Q4 corporate reports and solid economic news that quieted talk of an inflationary comeback.

Considering a vacation home? 5 questions to determine if you’re ready.
02/07/2025

Considering a vacation home? 5 questions to determine if you’re ready.

You may be considering purchasing a vacation property, this can be an exciting milestone, but there are a few things to consider first.

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.
02/05/2025

What would you rather have: \$500 today or a 50% chance at \$2,000 tomorrow? Know your risk profile.

This questionnaire will help determine your tolerance for investment risk.

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.
02/03/2025

Settling an estate can be like putting together a puzzle. Make a cheat sheet for your heirs.

A letter of instruction provides additional and more personal information regarding your estate.

The beans brewed for your morning coffee may have changed hands many times
01/31/2025

The beans brewed for your morning coffee may have changed hands many times

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Looking for the latest tax bracket changes? Use this handy reference guide to save time.
01/29/2025

Looking for the latest tax bracket changes? Use this handy reference guide to save time.

Check out this handy reference of updated ranges from the IRS in case your designated bracket has changed.

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.
01/27/2025

Is it possible to avoid a loss? Not entirely, but you can take steps to manage risk. Learn more here.

Is it possible to avoid loss? Not entirely, but you can attempt to manage risk.

Your home mortgage interest may be deductible. Do you itemize your deductions?
01/24/2025

Your home mortgage interest may be deductible. Do you itemize your deductions?

Use this calculator to assess the potential benefits of a home mortgage deduction.

Address

8751 Collin McKinney Pkwy, Ste 903
McKinney, TX
75070

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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