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Schedule a conversation to see if we’re a good fit, and receive a complimentary one-page plan.
Build a financial life that balances freedom today with confidence for tomorrow
So, how are things going?
Do you hear from your advisor as much as you’d like?
We don’t think quarterly or annual updates are enough. We’re here for our clients whenever they need us.
Do you know if your financial plan is right for YOU?
We don’t use generic formulas. Each plan is custom to YOUR specific situation and goals.
Do you know if you’re on track?
We work WITH you to execute your plan so you know where you are, where you’re going, and what to do next.
Do you know what you own?
We believe you should know exactly where your money is and the reason behind every decision.
Why should you choose Know My Plan?
Better Together
We won’t leave you on your own with an overwhelming plan. We take you through your plan a few steps at a time – and we’re there to help you execute.
It’s All Connected
We’re focused on your entire financial picture – not just investments or insurance.
We’re Always Here
We offer our clients support and advice for ALL of their life events, financial decisions, and questions. We’re here whenever you need us.
It’s All About YOU
We’re not using pre-formatted templates or plans. There is nothing standard here. Your specific plan is custom to you, your situation, and your goals.
In It for the Long Haul
We prefer long-term client relationships. We work with clients over decades – through every stage of life.
Tough Love
We’re not afraid to have the hard conversations needed to help you stay on track. We’re here to guide you – through the good times AND the tough times.
Hi, we're
Know My Plan
We provide advice and guidance to help you achieve financial independence by:
- Minimizing taxes
- Finding the most suitable investments for your situation
- Creating a tax-efficient income strategy
- Protecting your family from the “ifs” in life
Our best-fit clients are...
Sales
Professionals
With an inconsistent income, high tax bills, and early retirement goals, you need specialized financial guidance.
Busy
Professionals
With everyone counting on you and a full plate, you don’t have time to DIY and are ready for custom financial guidance.
Underserved
Professionals
Your advisor isn’t available when you need them and doesn’t keep you informed. You’re ready for a better partner.
Guidance from Know My Plan
Should You Max Out Your 401k Without an Employer Match?
No 401k match doesn’t automatically mean skip the plan. Here’s how to weigh pre-tax, Roth, and brokerage accounts when your employer offers no match.
When Can I Retire? How We Helped Jim Find His Answer
Jim had the assets but not the roadmap. Here’s how blending Social Security, investments, and tax strategy created reliable income for life.
The Hidden Risk of Concentrated Employer Stock
Most people guess wrong when asked where wealth quietly slips away. The real culprit? Concentrated employer stock sitting on autopilot.
It all starts with a conversation
- Tell us what you're struggling with
- Find out how we can help you
- Decide if we're a good fit
And walk away with a COMPLIMENTARY financial plan!
- A clear financial picture of where you are now
- A defined list of goals to work toward
- Concise steps to start you on the right financial path
Every investor’s situation is unique and you should consider your investment goals, risk tolerance and time horizon before making any investment. This information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Past performance does not guarantee future results. Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Be sure to contact a qualified professional regarding your situation before making any investment or withdrawal decision. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.