Know My Plan is currently taking on new clients.
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Signal category
Customers & Market
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“We're currently taking on new clients”
— Nic Nielsen, CFP®, CLTC®|Know My Plan team
Company
Know My Plan
Helping to: Reduce Stress, Save Time, Pursue Dreams
- Industry
- Investment Management
- Location
- Charlotte, US
- Company size
- 7 employees
Our goal is to work with you to build a financial plan that you understand and that you are confident in. Typically, we work with the following: • Business Owners – we don’t worry about minimum investment because they might have the majority of their net worth tied up in their business. • H-E-N-R-Y’s – HENRY stands for High Earner Not Rich Yet. These are people that have household income generally over $200,000 that have the ability and propensity to aggressively save. • The Outsourcer – clients who find value in outsourcing financial planning to save time, reduce stress, & accomplish goals Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Know My Plan is not a registered broker/dealer and is independent of Raymond James Financial Services. Please follow this link to Important Disclosure Information: http://raymondjames.com/smicd.htm
Founded 2018