LAUNCH FINANCIAL PLANNING

Overview

Launch Financial Planning is an independent registered investment advisor operating as an LLC that serves both individual/family and institutional clients. The firm combines fee-based financial planning with portfolio management, offering clients a mix of discretionary portfolio services and hourly planning engagements. Its advisory scope includes planning for individuals and small businesses as well as pension consulting and institutional portfolio management. Investment-wise, Launch Financial Planning leans on pooled public vehicles as the core implementation tool while layering in fixed income and alternative strategies where appropriate. The firm appears to use mutual funds and corporate debt for broad market exposure and income needs, and it sources alternatives through third-party external managers when seeking return enhancement, diversification or access to illiquid strategies. Fee arrangements include a percentage of assets under management and hourly billing for planning work.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices