Founded by Kaleb Paddock, Plan It and Prosper is a Registered Investment Adviser (RIA) specializing in comprehensive financial planning and investment management. The firm operates on a fee-only basis, emphasizing its role as a fiduciary to eliminate conflicts of interest. Its mission is to help clients, particularly those nearing or in retirement, achieve financial independence through services like retirement planning, investment management, tax strategies, and estate planning.

Founded in

United Kingdom