Personal Guides for Your Financial Journey
Fee-only Financial Planning • Integrated Tax Planning • Personalized Guidance
When You’re On a New Adventure, It Helps to Have a Guide
You could blaze your own trail or buy a book to take along but nothing provides the expertise and comfort of a guide to walk alongside you who can point out new trails to explore, and keep you out of the quicksand that you may come across. We’ve been guiding families to financial success for decades and we can help to carry some of the load while you’re having the adventure of your lifetime. We’re here for you.
We believe that all financial decisions are emotional decisions, and in order to make more effective decisions, everyone could use an objective third party to talk about life and money. The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as your navigate life’s transitions and guide you toward the life you would like to have.
Clear Pricing
As a fee-only firm, we only get paid by our clients and receive no commissions or referral payments. Our clients know every penny they are paying to us for our services.
Our team of dedicated tax professionals work with our clients and planners to make the tax planning process part of the comprehensive financial planning process.
12 Certified Financial Planner Practitioners, 3 Certified Public Accountants, and more, all here to serve our clients. Only 25% of financial advisors are CFPs and we hold ourselves to the highest standards.
Meet Our Team
What We Do
The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. In those discussions we’ll talk about a wide range of topics over our working relationships, covering these 8 major areas.
When We Help
Families come to us during many different seasons of their lives. This list is just a sampling of the many different life transitions where families find themselves seeking some professional assistance and guidance with the many opportunities and risks that go along with these moments.
When We Help
Families come to us during many different seasons of their lives. This list is just a sampling of the many different life transitions where families find themselves seeking some professional assistance and guidance with the many opportunities and risks that go along with these moments.
Who We Serve
We work with clients who have a variety of needs and our 12 Certified Financial Planners have different areas of focus within the financial world. Learn more about how we serve our clients through stories and case studies by choosing from the profiles below that may match your circumstance.
Family Business
Whether you are beginning your career or approaching retirement, we have the experience and expertise to help you navigate your unique financial journey with confidence and peace of mind.
As proud members of the fiduciary planning community, we are committed to putting your interests first.
Medical Professionals
Whether you are beginning your career in medicine or approaching retirement, we have the experience and expertise to help you navigate your unique financial journey with confidence and peace of mind.
As proud members of the fiduciary planning community, we are committed to putting your interests first.
Corporate Executives
Whether you are beginning your career or approaching retirement, we have the experience and expertise to help you navigate your unique financial journey with confidence and peace of mind.
As proud members of the fiduciary planning community, we are committed to putting your interests first.
Agribusiness
Whether you are beginning your career or approaching retirement, we have solutions to help you make the most of your income and working years, and then turn those investments into income to last a lifetime.Successful Professionals
Whether you are beginning your career or approaching retirement, we have the experience and expertise to help you navigate your unique financial journey with confidence and peace of mind.
As proud members of the fiduciary planning community, we are committed to putting your interests first.
University Professors
Whether you are beginning your academic career or approaching retirement, we have the experience and expertise to help you navigate your unique financial journey with confidence and peace of mind.
As proud members of the fiduciary planning community, we are committed to putting your interests first.
Where You’ve Seen Our Experts
Your Insights
In the News
What to Do If You Receive a Financial Windfall
H. Jude Boudreaux, CFP® Sr. Financial Planner, shares tips on how prepare and navigate an unexpected financial windfall, in this AARP article. Jude Boudreaux, CFP®, is a Partner/Sr.
Is inflation crunching your budget? Here are 3 ways to fight back
Andy Baxley, CFP®, CIMA® Sr. Financial Planner, shares 3 different ways you can hinder the impact of inflation, in this by CNBC article. Read the Entire Article Here
Are you saving enough for retirement? Odds are, probably not.
H. Jude Boudreaux, CFP®, Sr Financial Planner was recently quoted by CNBC.com. In this article, Jude outlines why savings targets can be counterproductive. Read the Entire Article
Advisor’s Corner
Tax-Loss Harvesting Explained
You may have noticed changes in the bonds you hold in your taxable accounts (not retirement accounts like IRA’s). Don’t be alarmed if you see
Thinking About Retiring in Another Country?
More Americans than ever are considering the possibility of moving to another country after they retire. Some people look for a location where they can
A Reasonable Approach to Saving for College
As a new parent, I’ve got college on my mind. While it’s true that it’s going to be 18 years before my wife and I
We’d like to meet you!
Schedule a free 15 minute conversation and we’ll spend a few minutes getting to know each other so we can learn if what you are seeking and what we provide are a good fit for each other. If it seems like a fit, we’ll talk about next steps. If we’re not, we’ll help you find the right group for your needs.
