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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
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  • Estate Planning
  • Insurance
  • Investing
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  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.
PlanDynamic, Your $ Your Independence, Estate Planning, Retirement Planning, Tax Planning, Retirement, Investing, Insurance Glenn Brown 6/1/24 PlanDynamic, Your $ Your Independence, Estate Planning, Retirement Planning, Tax Planning, Retirement, Investing, Insurance Glenn Brown 6/1/24

Thanks, Dad - For Showing How to Lead, Then Trusting to Follow.

As Father's Day approaches, it's time to pause and express gratitude for these silent architects of our lives.

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Enjoy Every Sandwicher Moment.
Estate Planning, Debt Management, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting Glenn Brown 7/2/23 Estate Planning, Debt Management, Retirement Planning, Tax Planning, Your $ Your Independence, Budgeting Glenn Brown 7/2/23

Enjoy Every Sandwicher Moment.

July is National Sandwich Generation Month, celebrating approximately 15% of Americans between ages 40-60 sandwiched between caring for their young children and aging parents at the same time.

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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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Ten Years Gone: People Evolve, Plans Should Too.
PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, Budgeting Glenn Brown 1/7/20 PlanDynamic, Your $ Your Independence, Tax Planning, Retirement Planning, Work Benefits, Small Business, Investing, Insurance, Estate Planning, Budgeting Glenn Brown 1/7/20

Ten Years Gone: People Evolve, Plans Should Too.

A plan is not a buy-and-hold investment, it needs to be dynamic as you evolve.

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 Work Benefits: Enroll Into Your HSA
Your $ Your Independence, Work Benefits, Tax Planning, Retirement, Budgeting Glenn Brown 10/2/19 Your $ Your Independence, Work Benefits, Tax Planning, Retirement, Budgeting Glenn Brown 10/2/19

Work Benefits: Enroll Into Your HSA

Be healthy, wealthy and wise… fund your HSA.

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Are you a Sandwicher? Embrace it!
Budgeting, Estate Planning, Insurance, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence, College Planning Glenn Brown 7/1/19 Budgeting, Estate Planning, Insurance, Retirement, Retirement Planning, Tax Planning, Your $ Your Independence, College Planning Glenn Brown 7/1/19

Are you a Sandwicher? Embrace it!

In planning for 3 generations, ways to embrace communication and change.

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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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