Investments & Financial Planning LLC is a full-service investment advisory and financial planning firm with over 30 years of combined experience.

We empower our clients with the resources, information and investment platforms they require to help them achieve their financial goals. This approach is in line with our core objective for our business: To create extraordinary experiences by servicing others.

The products and services offered by banks, broker-dealers, and insurance companies have become more and more complex. This has made financial decision-making more challenging.

As a predominantly fee-based firm, we aim to help our clients understand all their options before they make any decisions. This enables our clients to secure a sustainable financial future for themselves, their families and their businesses.

Find out what you need to do when you turn 65

Tax Planning for Retirement →