People Search
Popular Categories
State Directory
Sign In
Join
People Search
Popular Categories
State Directory- Tax PlanningYour individual federal and state tax returns will be prepared, and you will receive professional advice year-round. You will learn lawful strategies to reduce your tax liability, which will often offset your annual retainer and give you more dollars to put toward your goals.
- Estate Taxes
- Avoiding ProbateYou will be guided through the process of deciding how your family is taken care of and how you want your assets divided. The focus is on simplicity for your heirs, avoiding probate, and reducing estate taxes.
- Tax ServicesPaying more than you owe in taxes is a sure way to impede your financial progress. As personal income tax specialists, we include tax planning and tax preparation services in our plans, and evaluate every recommendation we make for tax implications as well.
- Income Tax
- Investment ManagementContact us to schedule a no-cost initial telephone consultation to learn more about the difference a holistic personal financial plan can make. Clients find that this program delivers savings and peace of mind that far exceed its cost. Our minimum fee for comprehensive financial planning and investment management is $2500/quarter. Click here to view our complete fee schedule.
- Mutual Funds
- Wealth ManagementThe Practical Planner, LLC is an independent, Fee-Only financial planning firm that provides comprehensive, tax-focused financial advice and wealth management.
- Financial PlanningHolistic in outlook. We will consider all of your circumstances, family needs, goals, values, and aspirations when making comprehensive financial planning recommendations.
- Retirement PlanningWhether you are planning for retirement, starting your own business, or enjoying retirement, we will advise you every step of the way.
- College FundingUsing a life-integrated approach, we will identify your life goals, and then integrate them into all areas of your finances—taxes, investments, estate planning, risk management, education planning, retirement, and more—so that those goals are supported.