Financial planning, but better. Beyond the numbers, people and values first.
Long Planning is a commission-free, fiduciary advisor, specializing in tax efficient retirement planning and investment management.
You’re a successful professional, business owner, or retiree and desire a tax-smart and work-optional retirement.
You have $250k+ income and/or $250k in Investable assets.
And you have more questions than time:
Am I on the right track for retirement? Am I leaving opportunities on the table?
I don’t have the time to monitor my portfolio. How can I ensure my investments are suitable for retirement?
What does work optional look like, and when? How do I create more flexibility in my financial life?
Interested?
Get started in three easy steps:
Step 1
Take the first step towards financial peace of mind with our free consultation, and learn how we can start building the secure financial future you deserve.
Get your Free Consultation
Step 2
Review
Review your financial assessment and determine if we’re the right fit for your needs.
Step 3
We’ll help you create a customized retirement plan that takes into account your unique financial situation. We’ll meet regularly to keep your plans on track.
Personalized Planning
Success Stories
Case Study 1
Work Optional
Meet John and Susan - a couple who have worked hard throughout their careers and are now nearing retirement age.
While they enjoy their work and find it fulfilling, they also want to be work-optional and have the freedom to choose when they work and when they don't.
They're concerned about their financial future and want to ensure they have enough savings to support their lifestyle.
Hey, I’m Kyle, a fee-only Financial Planner and Certified Public Accountant (CPA), and I’ll be with you on each step of this journey.
Why Long Planning
What you get:
Fee-only Fiduciary: We are legally bound to act in your best interest, providing you with unbiased and objective financial guidance
Specialized Approach: We specialize in working with tax-sensitive retirees, successful professionals, business owners, and work-optional clients.
Tax Optimization: We provide strategies to help you minimize your taxes over your lifetime, not just in a single year.
What you don’t:
Commission-based influence: We are only compensated by our clients, not banks or third parties.
Stale Advice: We take the time to understand your unique financial situation and create a personalized financial plan that meets your specific needs.
High-Pressure tactics: We will partner with you to help grow and preserve your wealth for a lifetime, not just for today.
Get connected with Long Planning.
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