Financial Management Services from Great Plans Advisors

Charting your course for success and peace of mind is our priority.
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Financial Management Services

Charting your course for success and peace of mind is our priority.

Schedule a Meeting

How We Can Help

You’ve worked hard to build a comfortable life, earning and saving more than most. Now it’s time to ensure that your money works just as hard for you. At Great Plans Financial Management, we understand the unique challenges and opportunities that come with success. That’s why we tailor our services to higher wealth and income individuals and couples, like you.
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Our Services

Investment Management

In a world of endless investment options, making the right choice can feel daunting. But with Great Plans, it becomes a purposeful journey. Our approach isn’t solely about returns; it’s about aligning your financial growth with your life’s aspirations. We meticulously craft a portfolio that mirrors your values, objectives, and risk tolerance. To gain an understanding of your desired risk level, please click here. From understanding global markets to leveraging top-tier research, our team ensures that your investments are positioned for both the present and future.

Financial Planning & Retirement planning

Your finances aren’t just numbers on a paper; they’re the tangible reflection of your life’s work and dreams. At Great Plans, we take a holistic approach to financial planning. By understanding your short-term needs and long-term goals, we craft strategies tailored to your unique situation. Whether it’s buying a new home, funding your child’s education, or setting aside a nest egg for the unexpected, our advisors stand ready to guide you through every financial decision.

Tax Planning Strategies

Tax planning strategies are essential for individuals and businesses alike to optimize their financial positions and minimize tax liabilities. These strategies encompass a variety of approaches aimed at legally reducing tax burdens. One common strategy involves taking advantage of tax-advantaged accounts, such as individual retirement accounts (IRAs) or 401(k)s, to defer or reduce taxable income. Additionally, businesses may implement tax planning techniques like structuring as a pass-through entity or utilizing tax credits and deductions to lower their overall tax obligations. Timing income and expenses strategically, as well as proper record-keeping, are crucial aspects of effective tax planning. Overall, Our tax planning is a proactive approach that requires careful consideration of tax laws and regulations to ensure individuals and businesses can retain more of their hard-earned money while staying compliant with tax codes.

Retirement Benefits for Business Owners & Key Employees

Your business is an extension of your vision and hard work. Ensuring that your team feels valued and taken care of is integral to your company’s success. Our expertise in designing extra retirement plans for you and your key employees through an understanding of both market trends and regulatory requirements. We will work with you to create plans that not only attract and retain the best talent but also promote a sense of well-being and loyalty among your employees. 

Why Choose
Great Plans Capital Management?

At Great Plans, we don’t just see numbers. We see individuals, families, dreams, and aspirations. We serve to guide you on the right course to savor life’s path and to care for those you love. Your success isn’t just measured by dollars and cents; it’s about a life well-lived. 
Allow us to be a part of your journey and to make your journey more memorable to you.

Tailored Financial Solutions

At Great Plans Financial Management, we appreciate the uniqueness of each client’s financial scenario. Our team of seasoned financial consultants invests time in understanding your specific goals, potential hurdles, and aspirations. This intimate insight enables us to design tailor-made financial strategies that resonate with your objectives and dreams. Our modus operandi ensures the delivery of personalized advice that is specifically molded to your unique circumstances.

Client Transparency

We place paramount importance on transparency and trust within our client relationships. Our advocacy for candid and frank communication guarantees that you have a lucid comprehension of our suggestions and the rationale behind them. By forging a robust trust-based foundation, we aspire to cultivate enduring associations with our clients, aiding them throughout their financial odysseys year after year.

Start a Conversation

Our allegiance to your financial prosperity extends beyond singular consultation sessions. We extend ongoing support and a wealth of educational tools to help you maintain momentum and steadily advance towards your objectives. Schedule an appointment with us or call (919) 213-0540 today to talk about your financial future.
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This website is a publication of Great Plans Capital Management, LLC, a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requirements. Registration as an investment adviser is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. The firm is not engaged in the practice of law or accounting.

The information presented is believed to be current. It should not be viewed as personalized investment advice. All expressions of opinion reflect the judgment of the authors on the date of publication and may change in response to market conditions. You should consult with a professional adviser before implementing any strategies discussed. Content should not be viewed as an offer to buy or sell any of the securities mentioned, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation.

Hyperlinks on this website are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to ours. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed specific benchmarks.

Annuity and life insurance guarantees are subject to the claims-paying ability of the issuing insurance company. If you withdraw money from or surrender your contract within a certain time after investing, the insurance company may assess a surrender charge. Withdrawals may be subject to tax penalties and income taxes. Persons selling annuities and other insurance products receive compensation for these transactions. These commissions are separate and distinct from fees charged for advisory services. Insurance products also contain additional fees and expenses.

Social Security rules and regulations are subject to change at any time. Always consult with your local Social Security office before acting upon any information provided herein.