About Us
Helping families succeed with long-term financial goals.
Everything we do at Back 9 Planning LLC is tailored to your specific needs. Every family handle’s money differently and there are no right or wrong answers. We focus on getting you the “most spendable dollars” out of your portfolio. That means we examine your portfolio and make suggestions to put more money in YOUR pocket and protect your loved ones who may need it when you’re gone.
A few of our specialties are retirement, college planning, life insurance, and lifetime tax planning to minimize mandatory taxes. Most people are using retirement vehicles that could cause them to pay WAY TOO MANY taxes during retirement. No one wants to pay more than necessary but unfortunately, most people don’t even know about mandatory versus optional taxes.
We offer a free financial review on a one-on-one basis. Right now, we are conducting all business through virtual zoom and Goto meetings due to Covid-19 and it has been very smooth and convenient for everyone.
Quality Results
Back 9 Planning LLC has helped many families with tax strategies, Retirement and Insurance strategies. We specialize in retirement, tax, and college financial plans. Our goal is to offer financial strategies that provide the “most spendable dollars” for our clients.
Experience
At Back 9 Planning LLC we work to exceed your expectations. We strongly believe in continuous education to stay ahead of the curve of these changing economic environments.