Planning You Control Financial

Planning You Control Financial is a financial planning firm located in Porter Ranch, CA. They specialize in providing guidance and customized plans for business professionals, physicians, and retirees, with a focus on cash flow planning and tax strategies to increase after-tax income. Led by Mark A. Schindler, a Certified Financial Planner, their team aims to bring clarity to investing principles, manage investment and income risk, solidify retirement income, and preserve wealth. They offer a secure client portal for easy access to planning features and information sharing.

With a diverse client base, Planning You Control Financial listens to individual financial goals and tailors effective plans to meet their needs. Their expertise lies in communicating planning concepts in a visual and understandable way, allowing clients to confidently concentrate on their strengths. Through their planning programs, they test the potential impact of tax strategies on lifetime cash flow, ensuring clients have a clear understanding of their financial wellness. Overall, Planning You Control Financial provides accessible and professional financial planning services that clients can easily understand and follow.

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