Every day, we face decisions and transitions that shape our financial potential. The advisors at The Planning Center can help you set a course for personal growth, financial strength, and most important, the peace of mind that comes with it. As a fee-only financial planning firm, we are paid only by our clients, allowing us to place your family's needs and priorities above all else.
Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security. Alaska Public Media's Martha Rosenstein recently interviewed Mike Branham, CFP, Sr Financial Planner. Ben Neiburger, JD, CPA, recently presented 'Planning for Peace of Mind, ' as part of the Expedition to Retirement webinar series.
Every relationship we build reflects the experience, integrity and dedication of our team. Take a closer look at the collective knowledge and expertise committed to your financial security. Alaska Public Media's Martha Rosenstein recently interviewed Mike Branham, CFP, Sr Financial Planner. Ben Neiburger, JD, CPA, recently presented 'Planning for Peace of Mind, ' as part of the Expedition to Retirement webinar series.
Services
We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone needs an objective third party to talk about life and money. The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors.
We believe that your wealth and life should be in balance. No matter what stage of life you are in, you are impacted by these eight financial categories. We will work with you to address issues and identify opportunities to track and grow your progress toward better wealth life balance. Our society glorifies income and flashy spending, but this does not equal financial wealth.
Let's schedule a 15-minute call so that we can get to know each other better. It will give both of us an opportunity to make sure we are a good fit for each other and determine how we can best meet your planning needs. TPC works with a wide range of clients and families throughout the United States.
Our society glorifies income and flashy spending, but this does not equal financial wealth. Spending beyond one's means is one of the many traps in our lives that can slow or destroy financial growth. We will review current entity structure, documents, and potential succession plans to determine any income or taxation complications and explore possible retirement plans and line up the best option for your goals.
No matter who you are in this world, one thing is for certain that from cradle to grave you'll need cash flow. Managing your cash flow is the most critical element of your financial life that you will need a handle on. For this reason, the first steps of our journey with new clients commonly includes an exploration of this discipline.
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