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
Roth Conversion Strategy
FPC primarily conducts client meetings on a virtual basis.