Prospective Clients – Start Here

The following is an outline of PlanPrep’s services:

Financial Planning – We use state of the art financial planning software. Our personalized process helps you strategize for your specific life goals. Everything we do is tailored to your unique situation.

Investment Strategies & Management – Your portfolio will consist of a well diversified selection of low cost, tax efficient exchange traded funds and notes (ETFs and ETNs) from some of the top providers in the industry. You are never charged for purchases, sales or trades in your account. Click here to start investing today.

PlanPrep Empowerment Services – Imagine having the ability to know where you stand financially at any given moment on any device with the ability to learn a financial topic at a time that’s convenient for you (without receiving a sales pitch when the presentation is over).

Insurance Solutions & Estate Planning – We tailor our recommendations to your needs and resources for life and/or long term care insurance. There is never a fee for this advice. We would be compensated by an insurance company with a commission if you place your coverage through us.

Preparing for when you’re gone is only a small part of estate planning. It’s more about protecting you, your family and your assets while you’re alive.