Master Plan Wealth Management-Philip Royal, CFP
Elder Care Planning
Why pick this one
Master Plan Wealth Management provides fee-only retirement planning and investment management through a CFP® professional with over 25 years of experience.
Best for
- Retirees planning retirement income
- Pre-retirees evaluating Roth conversions, Social Security, Medicare, and retirement timing
- Small business owners seeking pension plan design
- Clients wanting fee-only financial planning
- Investors seeking proactive investment management and risk management
Look elsewhere if
- People seeking emergency financial services or immediate response
- People seeking services outside financial planning, investment management, or pension planning
Specialties
- retirement planning
- pre-retirement planning
- financial planning for business owners
- investment management
- small-business pension plan design
- Roth conversion planning
- retirement income planning
Certifications
- CERTIFIED FINANCIAL PLANNER™ professional
- Registered Investment Advisor
- Financial Planning Association member
- Fiduciary
What makes them different
- Fee-only financial planning firm
- Independently owned
- Fiduciary that acts in clients' best interests
- Philip Royal has over 25 years of investment management experience
- Meetings available in Chapel Hill, Raleigh, Durham, Cary, and Pittsboro
- Serves
- Chapel Hill, Raleigh, Durham, Cary, Pittsboro, Apex
Distilled from this business's own website.
Contact & Location
- Address
- 570 Golfers Vw, Pittsboro, NC 27312
- Phone
- 9195336413
- Website
- http://www.masterplanwealth.com/
- phil@masterplanwealth.com
Services
- comprehensive financial planning
- investment management
- retirement planning
- pension plan management