The Practical Planner, LLC is an independent, Fee-Only financial planning firm based in Maynard, MA. They specialize in providing comprehensive, tax-focused financial advice and wealth management services, tailored to meet the unique investment needs, risk tolerance, and tax situation of their clients.
As Certified Financial Planners and Enrolled Agents, they offer personalized strategies that integrate life goals into all areas of finances, including taxes, investments, estate planning, risk management, education planning, and retirement. With a commitment to transparency and objectivity, they strive to help clients make the best financial decisions, save on taxes and fees, and achieve financial independence.
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