Planning Capital Management Corp. is a fee-only financial planning and wealth management firm dedicated to helping individuals and families achieve their financial goals. With a comprehensive 3-step personal plan process, our team of experienced advisors provide personalized guidance on financial planning, retirement planning, family wealth management, tax strategies, employee benefits, cash flow management, and portfolio management. We also offer expertise in small business retirement plans, trust and estate arrangements, and more. Our mission is to create meaningful and lasting personal relationships with our clients, providing them with customized financial planning and guidance. Whether you're planning for college, retirement, or estate planning, our team is committed to helping you achieve a purposeful path forward.