The Practical Planner, LLC

The Practical Planner, LLC provides comprehensive, fee-only, tax focused financial planning.

Our annual open retainer covers comprehensive financial planning and investment management along with unlimited access to us when questions arise. 

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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Advisors at this Office

Disclaimer: Limitations. This list only serves as a resource to assist an individual in identifying a potential advisor for their review and consideration. The appearance of an adviser on the list is not endorsement by NAPFA of that advisor's services. There can be no assurance that you will experience a certain level of results or satisfaction if you engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not pay NAPFA a separate fee to appear on the list.
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This Office

274 Main St Groton, MA 01450-1236 Phone: (978) 448-3403 Fax: (978) 897-8057

Primary Office

274 Main St Groton, MA 01450-1236 Phone: (978) 448-3403 Fax: (978) 897-8057