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PlanDynamic ➤ Fee-Only CFP®
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PlanDynamic ➤ Fee-Only CFP®
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
Home
Who We Serve
Planning
Portfolios
Pricing
Client Tools
Insights
About
Contact
 
 

Insights.

 
 
 
 
 
 
 
 
  • Budgeting
  • College Planning
  • Debt Management
  • Economics 101
  • Estate Planning
  • Insurance
  • Investing
  • Philanthropy
  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
Enjoy Every Sandwicher Moment.
Estate Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting, College Planning Glenn Brown 7/2/22 Estate Planning, Investing, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting, College Planning Glenn Brown 7/2/22

Enjoy Every Sandwicher Moment.

This month celebrates those caring for their young children and aging parents simultaneously - Sandwichers.

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Your Teen Working This Summer? Fund Their Roth IRA.
College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 8/13/21 College Planning, Investing, Retirement Planning, Retirement, Tax Planning, Your $ Your Independence Glenn Brown 8/13/21

Your Teen Working This Summer? Fund Their Roth IRA.

Roth IRA for Kids can save for retirement, qualified educational expenses and introduce personal investing.

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Your HS Junior know EFC, NPC or Merit? They should.
College Planning, Debt Management, Your $ Your Independence Glenn Brown 11/2/20 College Planning, Debt Management, Your $ Your Independence Glenn Brown 11/2/20

Your HS Junior know EFC, NPC or Merit? They should.

College Planning is more than 529s and student loans, focus on how to take less of each.

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Would’ve, Could’ve, Should’ve… But Did You?
Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20 Your $ Your Independence, Tax Planning, Small Business, Retirement Planning, Retirement, PlanDynamic, Investing, Insurance, Estate Planning, Debt Management, College Planning, Budgeting Glenn Brown 6/30/20

Would’ve, Could’ve, Should’ve… But Did You?

Instead of talk of the future, act on the constants - change and time.  

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Selecting Colleges: Lead, Don’t Be Led
College Planning, Retirement Planning, Your $ Your Independence Glenn Brown 8/1/19 College Planning, Retirement Planning, Your $ Your Independence Glenn Brown 8/1/19

Selecting Colleges: Lead, Don’t Be Led

“We’ll find a way” means debt, poor ROI and impaired retirement.

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945 Concord Street
Framingham, MA 01701
508.834.7733

ABOUT

PlanDynamic, LLC is a Registered Investment Advisor and fee-only fiduciary. A personal Certified Financial Planner™ leverages interactive technology and dynamically managed portfolios to help clients with planning and investing, so they can balance kids, aging parents and financial independence. 

Founder Glenn Brown is a member of:

 
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