Prominent Financial Planning offers investment management and financial planning services to individuals and couples. Services include financial goal determination, problem identification, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning, and estate planning. The firm is fee-only and does not sell commissioned products.
Assets Under Management$42M
Clients57
Advisors1
Avg. per Client$730K
Avg. per Advisor$42M
Fee Structure
Planning is included in investment management
Prominent Financial Planning offers investment management as part of its ongoing financial planning engagement. The firm manages investment accounts, including 401(k)s, IRAs, 529s, and 403(b) plans, based on your individual goals, time horizon, and risk tolerance. The firm does not provide investment management as a standalone service.
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