Welcome to PlanPrep

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

Never experience another gut wrenching market drop or tax hike again.

Benefit from our income tax planning, and start your transition today.

Deliver high quality, written advice to your values prospects and clients ... No need to hire or train staff or master how to use planning software.

Leverage our expertise in fact finding and data analysis, telling a clients' financial story, and providing pithy observations, so they will implement their plans happily.