The Financial Planning Co.

The Financial Planning Co. is a boutique financial services firm focused on providing tax-efficient retirement planning & investment management, primarily for those near or in retirement. FPC's clients are commonly:

- Households seeking flat-fee/hourly service and/or seeking a one-time objective 3rd party opinion on their finances
- Households working towards Financial Independence
- Those who want to retire soon and want help determining how to best minimize taxes and structure investments

  • Focus Areas:

    • Roth Conversion Strategy

    • Distribution Strategy

    • Savings Strategy

    • Tax-Efficient Investing

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Advisors at this Office

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This Office

1043 Meadow LN Waconia, MN 55387-1335 Phone: (763) 221-3447

Primary Office

1043 Meadow LN Waconia, MN 55387-1335 Phone: (763) 221-3447