Broker Check
What We Do
Essential Planning Who we do

What We Do

The guiding principle of Essential Planning, LLC. has always been responsive, personalized and impeccable service built on trust.

Learn More
Essential Planning hands holding flower

Visit

Share.
Collaborate.
Create.

Watch Our Video
Essential Planning why we do it

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

Helpful Content

Put It in a Letter

Put It in a Letter

A letter of instruction provides additional and more personal information regarding your estate.

How Stocks Work

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Healthy Body, Healthy Pocketbook

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

 

Social Security: Five Facts You Need to Know

Here are five facts about Social Security that are important to keep in mind.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

A Living Trust Primer

Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.

The Great Debate Continues: Active vs. Passive

In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”

Understanding Homeowner’s Insurance

Purchasing homeowners insurance is critical for protecting your home.

Investing with Your Heart

For some, the social impact of investing is just as important as the return, perhaps more important.

View all articles arrow

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

View all calculators arrow

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

View all presentations arrow

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Emerging Market Opportunities

What are your options for investing in emerging markets?

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

View all videos arrow