Plan For It Financial
Financial Services • 
Swampscott, Massachusetts, United States • 1-10 Employees
Company overview
| Headquarters | Swampscott, Massachusetts, United States |
| Website | |
| NAICS | 52 |
| Keywords | , Estate Planning, Cash Flow Planning, Retirement Planning, Tax Planning, Comprehensive Financial Planning, Fee-Only Financial Planning, Financial Education, Asset Allocation, Retirement Income Planning, Investment Planning |
| Founded | 2023 |
| Employees | 1-10 |
Key Contact at Plan For It Financial
Christopher Lazzaro
Founder & President
About Plan For It Financial
Plan For It Financial helps people navigate the challenge of balancing living for today, while maintaining an eye toward the future through the development and execution of comprehensive financial plans unique to their specific goals and values. Guiding Principles: • Plan For It Financial is an advice-only financial planning firm. You can expect comprehensive financial advice and education without the precondition of managing your investments. • Plan For It Financial is a fee-only firm. You will always know what you are paying, in the form of a flat fee, and there are no asset minimum threshold requirements. • Plan For It Financial acts as a fiduciary to its clients and is legally and ethically required to always act in your best interest.
Plan For It Financial revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Employees by Department
Plan For It Financial has 1 employees across 1 departments.
Departments
Number of employees
Funding Data
Plan For It Financial has never raised funding before.
Australia
United Kingdom
CanadaFrequently asked questions
4.8
40,000 users
