Client Services

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.

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 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.

 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.

 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. 

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.