FINANCIAL PLANNING SOLUTIONS, INC.

Overview

Financial Planning Solutions, Inc. is a small, corporation-structured advisory firm focused on delivering financial planning services rather than discretionary portfolio management. The firm operates under an individual-owner model and bills clients on hourly and fixed-fee bases, which aligns with a planning-first business that does not necessarily hold client assets in a managed-capacity. The firm is not positioned as a multi-state adviser, does not engage in pension consulting, and is not identified as an active ESG investor or a capital allocator. Its stated advisory activity centers on financial planning, suggesting the practice is oriented toward advice, analysis and plan implementation recommendations rather than running pooled investment products.

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Investments & Alternatives

Location & Offices