Money Plans: Fee only Financial Planning

Honors and Awards

Worth Magazine ~ Top Financial Advisor
Bloomberg Magazine ~ Top Wealth Manager
Mutual Funds Magazine ~ Top Financial Planner
Medical Economic ~ Top Financial Advisor

Fee Only

We are committed to high standards. We are fiduciaries to our clients. We receive no sales commissions, no product incentives and no third party payments.

Money Plans is a nationally recognized fee-only financial planning firm and a Registered Investment Adviser. All Money Plans advisors are members of NAPFA NAPFA Logo

(The National Association of Personal Financial Advisors).

Money Plans provides four basic services:

investment services on an active supervisory basis,
investment recommendations on a non-supervisory basis,
financial planning and consultation.

Each service is client centered and specific to each individual's needs and goals.

We have the experience and resources to advise on a broad and diverse range of issues including planning before and during retirement, saving and investing, property purchase and financing, college planning, evaluating insurance needs for life, disability and long term care insurance, senior living planning, evaluating the affordability of retirement communities and much more.