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