Client Services

Income Tax Planning

Financial Planning & Coaching

Financial Planning & Coaching

There are many ways to reduce your income taxes well beyond the tax deductions you can get this year. We show you ways to reduce your taxes, both now and after you retire.

Financial Planning & Coaching

Financial Planning & Coaching

Financial Planning & Coaching

You will be fully equipped to make informed financial decisions for your specific needs.  We tailor our advice to your unique situation with coaching calls or planning with our state of the art planning software.  

The Permanent Bank Solution

Financial Planning & Coaching

The Permanent Bank Solution

 The best investment strategy can fail if you have the wrong bank and insurance in place. We replace your bank  & IRAs with efficiently designed life insurance  to fund your goals and reduce future income taxes. Find out if you qualify.

Estate Planning

Safe Spending Benchmark

The Permanent Bank Solution

 It’s essential to protect you, your family and your assets while you're still alive, so we review your overall plan to see where critically important matters could be falling through the cracks.

Investment Management

Safe Spending Benchmark

Safe Spending Benchmark

 PlanPrep designs diversified portfolios with low cost, tax efficient investments from top providers in the industry. You are never charged for purchases, sales or trades in your account. 

Safe Spending Benchmark

Safe Spending Benchmark

Safe Spending Benchmark

Learn what your safe spending amount is. It's your own personal benchmark  that we track for our clients each year. It'll assure that you don't run out of money, no matter how long you may live.