Plan Financial Inc - Fresno, California

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Plan Financial Inc: A Comprehensive Overview

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For individuals and families seeking expert guidance in navigating the complexities of personal finance, Plan Financial Inc presents itself as a dedicated financial planner firm. Located at 9 River Park Pl E, Fresno, CA 93720, United States, and reachable at 5594331110, Plan Financial Inc. offers a range of services designed to help clients achieve their long-term financial goals. Their website, planfinancial.com, serves as a central hub for information and scheduling appointments.

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About Plan Financial Inc.

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Plan Financial Inc. specializes in providing personalized financial planning services tailored to meet the unique needs of each client. They understand that everyone’s financial situation and aspirations are different, and their approach is built on a foundation of careful assessment, strategic planning, and ongoing support. The firm’s core services typically encompass retirement planning, investment management, estate planning, tax planning, and insurance analysis. They aim to create comprehensive financial strategies that address all aspects of a client’s financial life, ensuring stability and growth.

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Location and Accessibility

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The firm’s physical address is 9 River Park Pl E, Fresno, CA 93720. This location is designed to be easily accessible, offering several amenities for client convenience. Notably, Plan Financial Inc. boasts a wheelchair-accessible car park and a wheelchair-accessible entrance, demonstrating a commitment to inclusivity. Additionally, a wheelchair-accessible toilet is available on-site. For clients who schedule appointments, it’s recommended to allow ample time for travel and potential delays. The office environment is designed to be welcoming and professional, fostering a comfortable atmosphere for discussing sensitive financial matters.

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Services Offered – A Detailed Look

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• Retirement Planning: Helping clients determine the best strategies to ensure a comfortable retirement, including savings, investment, and income planning.

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• Investment Management: Providing guidance on investment selection and portfolio management, aligning investments with client risk tolerance and financial objectives.

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• Estate Planning: Assisting clients in creating wills, trusts, and other estate planning documents to protect their assets and ensure their wishes are carried out.

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• Tax Planning: Offering strategies to minimize tax liabilities and maximize tax-advantaged savings.

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• Insurance Analysis: Evaluating current insurance coverage to ensure adequate protection against unforeseen events.

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• Financial Education: Providing clients with the knowledge and resources they need to make informed financial decisions.

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Client Feedback and Reputation

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Currently, Plan Financial Inc. has 0 reviews on Google My Business, indicating a limited public record of client feedback. This lack of reviews represents an opportunity for the firm to actively solicit testimonials and build a stronger online reputation. The average opinion is 0/5, suggesting that, at this time, there isn't sufficient data to accurately gauge client satisfaction. However, this doesn’t necessarily reflect the quality of service provided; it simply highlights the need for more client engagement and feedback.

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Contact and Scheduling

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To schedule an appointment with a financial planner at Plan Financial Inc., clients are encouraged to contact the firm directly at 5594331110. Appointments are highly recommended to ensure dedicated attention and allow for a thorough discussion of individual financial circumstances. Potential clients can also learn more about the firm’s services and expertise by visiting their website at planfinancial.com. The website provides detailed information on the services offered, the team’s qualifications, and contact details.

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"summary": "Plan Financial Inc. is a Fresno-based financial planning firm offering personalized services in retirement, investments, and estate planning, striving to provide comprehensive financial strategies to its clients.",
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