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.

  • Focus Areas:

    • Roth Conversion Strategy

    • Distribution Strategy

    • Social Security Optimization

    • Tax-Efficient Investing

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Advisors at this Office

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This Office

1043 Meadow LN Waconia, MN 55387-1335 Phone: (763) 221-3447

Primary Office

1043 Meadow LN Waconia, MN 55387-1335 Phone: (763) 221-3447