The Money Plan, Inc. | Miami, FL

Service Area: Miami, FL
Team Size: 5 employees
Business Duration: 5 years

Business Hours

Currently, we do not have any information about this provider's business hours. We recommend reaching out to them directly for specific details.

Payment Methods

Please reach out to the service provider directly to obtain specific details regarding their accepted payment methods. This will ensure you have the most accurate and up-to-date information.

Services Offered

Service type

General financial planning
Retirement planning
Life insurance review
Investment review
College planning
Trusts or estate planning
Annuities
Mutual funds
Tax planning
Home purchase

Work location

My customers travel to me
I travel to my customers
I work remotely (phone or internet)

About

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.

License

This service provider might not be licensed, so we strongly recommend that you reach out directly to inquire about their license status.

Verification

Background Check
- Nicole Garner
- Completed on 9/5/2023

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