Welcome to PlanPrep

Your decision depends on many factors. It's up to you to determine which ones are most important to you.

PlanPrep will help you sort it all out and make an informed, comfortable decision with the best strategy for you.

That way, you can get busy living the next phase of your life.

Protect your hard-earned money from the Wall Street roller coaster and future income tax increases.

Live comfortably knowing the amount you can spend safely each year.

Benefit from PlanPrep's thorough planning skills and get on track to a comfortable retirement today.

Deliver high quality, written advice to your valued prospects and clients.

No need to master how to use the planning software or hire and train staff.

Leverage our expertise with fact finding and follow up to create succinct reports for clients with a pithy summary of observations and a specific action plan.