What We Do
The guiding principle of Essential Planning, LLC. has always been responsive, personalized and impeccable service built on trust.Learn More
Why We Do It?
Our Mission is to be in the business of creating ideal futures for our clients, our community and our team.Learn More
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
Jane Bond: Infiltrating the Market
Agent Jane Bond is on the case, cracking the code on bonds.
Donating Art: Taxation Abstraction
The tax rules that govern donating art are complex and confusing. Take a closer look.
In the face of divorce, making changes to insurance coverage may be overlooked.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Healthy habits are one of the greatest gifts to give your child.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Regardless of how you approach retirement, there are some things about it that might surprise you.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to estimate your capital gains tax.
Estimate how much you have the potential to earn during your working years.
Determine your potential long-term care needs and how long your current assets might last.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Learn how to harness the power of compound interest for your investments.
It's easy to let investments accumulate like old receipts in a junk drawer.