The Money Plan, Inc.

Introduction: Our wealth management practice services families, medical professionals, corporate professionals and business owners in the open market through advisory, brokerage, retirement and insurance services. Our planning team is equipped and poised to answer questions and share insights about your benefit structures, retirement, investments, insurance business, and estate planning. Financial stability and success can look different to different business owners but usually consists of four components: protection for you and your assets, optimizing your income, tax mitigation strategies, and accumulating wealth through an integrated approach. We help our clients achieve their financial goals both personally and professionally and see how best to optimize your financial planning by serving as your new team of trusted financial professionals.