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Our Services

The guiding principle of Essential Planning, LLC has always been responsive, personalized and impeccable service built on trust.  Essential Planning, LLC excels at identifying and implementing the best possible strategies to help you achieve your personal objectives in retirement. We work as a coach with you to provide comprehensive, personalized financial management solutions. After evaluating your goals, objectives and assessing your tolerance for risk, we can create a personalized investment plan that is in harmony with your desired financial future. We believe that a long-term investment strategy, always conscious of expenses and taxes, offers the strongest potential for realizing your dreams. Long-term investing minimizes risk and allows for the selection of a sound asset-allocation strategy. More specifically our core competencies include:

  • Estate and Trust Planning
  • Asset Preservation Strategies
  • Insurance Counseling (and not selling)
  • Financial Planning and Investment Advice
  • Philanthropy and Gift-Giving
  • Income Tax Planning
  • Medicaid Planning