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About The Planners Network Inc |
Our practice is located above an upscale lingerie store along the Coast Highway in Encinitas near the headquarters of the Self Realization Fellowship, perched high above the world-class point break Swamis. Please feel free to stop by for a V8 or to borrow a surfboard, phone, fax, or computer.
We have 3 registered reps, 3 CPAs, and 2 support staff dedicated to creating peace and harmony from the chaos of taxes, insurance, high finance, and mortgages through the adroit use of state-of-the-art investment products guaranteed by some of the biggest companies on this planet.
The tax accountants prepare over 1,000 tax returns each year, mostly for laid back individuals with some mellow business owners mixed in. Their fees begin at $350.
The financial planners prefer to be compensated by the financial institutions that bond them. Who are we, without guarantees, to think that we can compete with the Ivy League CFAs who diligently manage our clients' money and whose parent companies guarantee their performance in good markets as well as bad.
Our clients hire us as Tax Strategists and/or Professional Fear Exterminators. Most of them are individuals who need help minimizing or eliminating income, capital gains, or estate taxes. We enjoy helping them solve their problems using retirement plans, trusts, and foundations. |
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