Financial Planning Solutions - Crunchbase Company Profile & Funding

Overview

Financial Planning Solutions

Heat Score

Company Performance Metrics

Score

Trend

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Heat Trend - The change in the heat score over the given time period

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About Financial Planning Solutions

CB Rank

661546

Financial Planning Solutions is a financial management company that provides estate planning, budgeting, and wealth management services.

Acquired by

Beacon Pointe

Founded

obfuscation

Private

Newton, Massachusetts, United States

1-10

planwithfps.com

Consulting

Financial Services

Risk Management

Wealth Management

Key People

Rick Fingerman: Managing Partner & Co-Founder
Lyman H. Jackson: Managing Partner and Co-Founder

Details

Legal Name

Financial Planning Solutions LLC

Also Known As

FPS

Operating Status

Closed

Company Type

For Profit

Founders

Lyman H. Jackson, Rick Fingerman

About the Company

Financial Planning Solutions is a financial management company that provides estate planning, budgeting, and wealth management services.

Phone Number

+1 617-630-4978

Contact Email

Rick@PlanWithFPS.com

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Comprehensive Financial Planning

A service that creates a detailed financial roadmap tailored to individual goals, covering investments, insurance, taxes, retirement, estate, cash flow, and more.

Investment Management

A service to build and manage investment strategies aligned with clients' risk tolerance and financial objectives using diversified, low-cost, and tax-efficient investments.