The Financial Planning CO.

The Financial Planning Company of Minnesota, operating as The Financial Planning Co., provides customized investment management and financial planning services for individuals, families, and businesses. The registered investment advisor helps clients build and manage tailored portfolios using passive investment strategies primarily through exchange-traded funds and index mutual funds. In addition to managing investments, the firm offers comprehensive financial planning covering retirement, taxes, estate planning, cash flow, employee benefits, college savings, and risk management. Clients can also receive assistance with third-party money managers and employer-sponsored retirement plans. The firm operates with a focus on acting in the best interest of clients, utilizing qualified custodians like Betterment Securities and Altruist Financial for asset safekeeping.