Financial Plan Inc.
Financial Plan, Inc.: Comprehensive, Fee-Only, Fiduciary CFP® Practitioners Have you ever wondered if there is a wealth manager who will act as your personal Chief Financial Officer; one with experience who will take the time to truly understand your unique situation? Financial Plan, Inc. has over thirty years of success in helping high net-worth investors navigate the complexities of their finances, and make them understandable. We look at your big picture, and through rigorous analysis we develop a wise course of action that will be most beneficial for you. We do not work for any brokerage, bank, or insurance firm. We work for you alone.