PLN & Associates, Inc.

Specialties

Founded in 1988 as an independent financial planning company offering financial services tailored to meet specific needs.

Our Clients:

Want to establish financial goals;

Want to work with an independent, experienced financial adviser: and

Have the necessary discipline, and assets to achieve their financial goals.

We offer tax planning and preparation; 401(k) rollovers, various benefits and insurance. We can help you to set up business and individual retirement programs. We can help you design a program to keep your hard-​earned money.

History

Established in 1988.

PLN & Associates was founded to provide superior financial services to clients interested in working with a financial planner. Our clients are willing to set financial goals and have the necessary discipline and assets to meet their financial goals.

PLN is fully licensed to meet our client’s needs. We offer innovative approaches to wealth building and tax planning with Real Estate Investment Trusts and other tax favored investments such as Roth IRAs, fixed and variable annuities, and college funding. Our initial consultation is free and we offer our service on a fee or commission basis.

Meet the Business Owner

Paul N.

Business Owner

Paul brings over 30 years of financial experience and education to work on your behalf.