Practical Financial Planning Employee Directory

Financial ServicesOhio, United States2-10 Employees

Practical Financial Planning is a small financial services practice based in Rocky River, Ohio. The firm operates on a fee-only basis and follows a fiduciary standard, making decisions that prioritize the client's best interests. It provides holistic financial planning along with tax and financial advisory services to individuals, including executives and professionals in state and local government, medicine, education, and women nearing retirement. While rooted in Ohio, the practice serves clients across the country. Its target clients include those who would like to retire earlier than their peers and who seek to balance money management with other life priorities. The company positions itself in the financial services industry as a fiduciary, client-focused adviser that treats financial decisions as part of a broader life context.

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