IDEAL FINANCIAL PLANNING

Overview

Ideal Financial Planning is organized as a limited liability company under individual ownership and positions itself as a fee-based financial planning and portfolio management practice. The firm lists core activities that center on comprehensive financial planning, managing portfolios for individuals and small businesses, running pension consulting engagements, selecting third‑party advisers on behalf of clients, and providing educational seminars and workshops. It reports acting as a capital allocator, which suggests it can place client capital with outside managers when appropriate. The firm offers multiple billing approaches — percentage of assets under management, hourly charges and fixed fees — which indicates it serves both ongoing advisory relationships and discrete, advice‑only or project work. Ideal Financial Planning does not identify as an active ESG investor and is not structured as a multi‑state adviser. The firm notes an industry affiliation with an accountant, which can reflect integrated tax and planning coordination in client work. Although the firm lists pension consulting among its services, it is not registered as a pension consultant; the offering appears to be advisory support rather than a separate pension consultant registration.

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Location & Offices