Founded in 1983, Financial Plan, Inc. operates as a fiduciary, independent wealth management firm dedicated to providing objective financial advice. The company is committed to a fee-only compensation model, meaning it is paid directly by its clients and does not receive commissions from selling financial products. Their services are built around a holistic approach, integrating investment management with comprehensive financial planning that covers retirement, estate planning, and tax strategies to help clients achieve their long-term financial goals.

Founded in

United States