We help public-sector professionals avoid costly mistakes and get the most out of their wealth by guiding you through the unique challenges that a life in public service creates, so you can get the most out of your career, retire with confidence, and live the life you want.
We work with families with special needs to create sound financial plans, not just for parents and caretakers, but for the lives of children and dependents as well, so you make the most of your resources without limiting lawful access to government benefits.
We work with families with special needs to create sound financial plans, not just for parents and caretakers, but for the lives of children and dependents as well, so you make the most of your resources without limiting lawful access to government benefits.
Services
Ken Robinson founded Practical Financial Planning in 1996. With decades of experience in the industry, he's authored several books on financial planning, including the groundbreaking Don't Make a Budget: Why It's So Hard to Save Money and What to Do About It. He's been quoted in The New York Times as well as Kiplinger's Personal Finance and Money magazines, and his writing has appeared in Cleveland's The Plain Dealer and in the journal Science.
You'll receive personalized recommendations customized to your unique situation. Our holistic approach means our guidance will improve your comprehensive financial situation, whether you're putting your finances in order for the first time or managing changes in your life years down the line. The different parts of our financial lives are deeply interconnected.
We know a career in public service means your circumstances are different. You lack some of the privacy of your private-sector neighbors. Your pension isn't subject to the same rules. Your 457 is not quite like a 401(k). You may not be eligible for Social Security, and if you are, it's harder to know how much you'll receive.
Clients can schedule a planning meeting or a thirty-minute phone call with their advisor here. A short video on how to download a spreadsheet of last year's orders from Amazon for calculating state Use Tax. A document that Investment Advisors must make available to their clients, describing characteristics of the professional practice and those who provide investment advice.
Maybe you have just a few specific concerns. Interested in kickstarting your investment portfolio? Looking for the best ways to reduce your tax liability? Want to get a head start on preparing for your kids' college? Ken and Britta are ready to help wih advice on your biggest financial concerns. Even in a short-term project, the strategies and solutions we present can have lasting effects on your overall financial well-being.
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