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
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Focus Areas:
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Roth Conversion Strategy
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Distribution Strategy
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Savings Strategy
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Tax-Efficient Investing
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FPC primarily conducts client meetings on a virtual basis.