·¬ÇÑÊÓÆµapp Planning Partners collaborates with your trusted tax professional to provide a holistic approach to your wealth management needs based on your unique life goals, tax-based financial opportunities, and investment solutions. ·¬ÇÑÊÓÆµapp Planning Partners is a Registered Investment Advisor (RIA) with affiliates across the United States.
Your tax professional works with an ·¬ÇÑÊÓÆµapp Financial Planning Consultant (FPC) to design a customized financial plan incorporating your unique tax considerations and planning needs. Using our dedicated tool, , they can help you take a comprehensive look into all aspects of your financial life:
By partnering closely with someone you already trust, ·¬ÇÑÊÓÆµapp Planning Partners creates a holistic, tax-intelligent approach to your financial planning and wealth management.