First Choice Financial Planning LLC

Overview

First Choice Financial Planning LLC operates as an independent, individually owned limited liability company that delivers fee-based financial planning rather than discretionary portfolio management. The firm bills clients on an hourly or fixed-fee basis and lists financial planning services as its primary advisory activity. It does not position itself as an institutional pension consultant, a multi-state advisory network, or an active ESG investor. An insurance company affiliation is indicated, which suggests the business may integrate insurance products into client plans or work alongside insurance partners.

Assets & Accounts

Investments & Alternatives

Location & Offices