Fee-Based Planning

Having a "personal CFO" means having one trusted resource for every aspect of your financial life - from retirement planning and risk management to estate planning and college funding.  Attorneys, accountants, insurance brokers, and investment managers can offer invaluable advice, but most offer services independent of one another.

As a single source financial advocate, Planned Futures works collaboratively with clients' advisors to create a focused, vertically integrated strategy that can drive your financial progress.

Cutting-edge technology gives our clients the ability to aggregate all financial data in one clear picture on a secure and private website.  Accounts are updated daily to monitor your financial position and net worth.

Services Include:

  • Cash Flow & Retirement Planning
  • Investment & Asset Allocation Strategies
  • Estate Planning
  • Risk/Insurance Management
  • Tax Reduction Strategies
  • Business Succession Planning