Plan Prep
Financial Services, 4 Spruce St, Greenwich, Connecticut, 06878, United States, 1-10 Employees
Phone Number: +18*********
Who is PLANPREP
PlanPrep can help you minimize your income taxes, create tax-favored access to cash for personal and business use, and protect your wealth for you and your family. My name is Burt William...
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Headquarters: 4 Spruce St, Greenwich, Connecticut, 06878, United States
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Date Founded: 2006
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Employees: 1-10
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Revenue: Under $1 Million
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Active Tech Stack: See technologies
Industry: Financial Services
SIC Code: 6282
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NAICS Code: 523940 |
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Frequently Asked Questions Regarding PlanPrep
Answer: PlanPrep's headquarters are located at 4 Spruce St, Greenwich, Connecticut, 06878, United States
Answer: PlanPrep's phone number is +18*********
Answer: PlanPrep's official website is https://planprep.com
Answer: PlanPrep's revenue is Under $1 Million
Answer: PlanPrep's SIC: 6282
Answer: PlanPrep's NAICS: 523940
Answer: PlanPrep has 1-10 employees
Answer: PlanPrep is in Financial Services
Answer: PlanPrep contact info: Phone number: +18********* Website: https://planprep.com
Answer: PlanPrep can help you minimize your income taxes, create tax-favored access to cash for personal and business use, and protect your wealth for you and your family. My name is Burt Williamson. Ive helped thousands of people across the country since 1995 ... clients of my own and those of many other financial advisors. My step-by-step process includes: Having clients answer my brief, proprietary questionnaire to address the matters that concern them most, followed by a conversation with me of their answers A thorough review of their investment statements, legal documents, insurance policies, tax returns, and more Performing a detailed analysis of all their answers on their data using cutting-edge technology from Riskalyze, Morningstar and eMoney Advisor with my expert review of the results Collaborating with their tax and legal advisors as needed Calculating how much they can safely spend now and in retirement to either maintain their portfolio or spend it all Providing an executive summary written in plain English, so anyone can understand it, with a detailed action plan and timeline Ive won awards from my colleagues for this Following up on the implementation, reviewing the strategies, and making changes with the clients as needed This process helps me tailor my services to the business owners, doctors, and executives I serve, so they get on track and stay there in pursuit of their specific professional and financial goals. I am a CERTIFIED FINANCIAL PLANNER TM Professional with an economics degree from Columbia University and an MBA from the University of Connecticut (UCONN).
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