The Financial Planning Co.
The Financial Planning Co. is a boutique financial services firm focused on providing tax-efficient retirement planning & investment management. 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.
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.