Welcome to PlanPrep

Burt discusses at a high level what's important for you to consider and why financial planning is so important.

Answer a few questions. Then, we can discuss your goals and build a plan to help you achieve them.

PlanPrep will help you sort out the many factors, so you can make the best choice for your situation.

PlanPrep creates financial plans for advisors around the country who want  to deliver high quality advice to their clients.

Our expertise in analyzing client data and goals allows us to create personalized reports with a targeted action plan.