Do you have a plan?
Welcome to our Web site, where you'll find a wealth of information in the form of newsletter articles, calculators, and industry research reports. This site is not intended to replace the financial advisor but enhance the service and value our representatives bring to your plan.
We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, income planning, and wealth preservation. Most important, we hope you see the value of working with a skilled Plan B professional to pursue your financial goals.
Plan B representatives are problem solvers; seeking to bring simple understanding to a complex investment world. We specialize in listening. Our business model is based on client education through constant contact. We reach out to clients through monthly newsletters and personal visits. Bring us your cardboard box full of crinkled policies and un-opened statements. We will remove the "broker talk" and explain things to you in terms we all understand.
We're here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn't want you to miss any developments in the area of personal finance.
Please read our Mission Statement. We hope to be working with you soon.
The One Big Beautiful Bill Act (OBBBA) provides an annual deduction of up to $10,000 for interest paid on qualifying new auto loans, effective for tax years 2025 through 2028.