Enjoy a wealth of services.


Choosing a financial planner is as important as choosing a doctor or lawyer; it’s a very personal relationship.

You want a planner who puts your needs and interests first.”

— Financial Planning Association

Price Planning addresses the entire lifecycle of financial needs. Whether switching careers, buying your first home, expanding your family, thinking about retirement, or transferring your legacy, Price Planning helps you create and preserve your personal wealth. We can help you:

  • Define personal financial goals
  • Clarify financial risks and opportunities
  • Develop an effective, attainable financial plan
  • Become more financially organized
  • Optimize investment strategies
  • Reduce unnecessary expenses
  • Minimize taxes
  • Gain peace of mind though all stages of life.

 

Retirement Planning & Cash Flow

Personal Financial Statements and Roadmaps

Retirement Projections and What-If scenarios

Cash Flow Analysis and Budgeting

Major Purchase Financing

Debt and Expense Management

Stock Option Strategies

Tax Planning with all recommendations

Investment Advisory Services

Portfolio Review and Restructuring

Asset Allocation (stocks and bonds)

Investment Selection

Mutual Funds, ETFs, and Individual Securities

401(k)s, Roth IRAs, Traditional IRAs, and Brokerage Accounts

Tax planning with all recommendations

Other Financial Planning Services

Education Funding

Estate Planning

Tax Return Preparation

Insurance Needs Analysis (P&C, auto, umbrella, disability, life, LTC, etc.)

Small Business Planning

To see examples of how these services are utilized by real people, refer to the Client Examples.