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.
How Stocks Work
Understanding how a stock works is key to understanding your investments.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Here are five facts about Social Security that are important to keep in mind.
Good employee health can be great for the company’s bottom line.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Purchasing homeowners insurance is critical for protecting your home.
For some, the social impact of investing is just as important as the return, perhaps more important.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how much you have the potential to earn during your working years.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Even low inflation rates can pose a threat to investment returns.
What are your options for investing in emerging markets?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
How do the markets usually react to elections? Was the 2016 election any different?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate