The Financial Planning Co.
The Financial Planning Co. is a boutigue financial services firm focused on providing tax-efficient retirement planning & investment management, primarily for those near or in retirement. FPC's clients are commonly individuals or couples with assets between $1m & $10m and are looking for an expert's input into how to best structure their retirement to last, while minimizing tax bills.
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Focus Areas:
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Roth Conversion Strategy
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Distribution Strategy
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Social Security Optimization
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Tax-Efficient Investing
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