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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.

 
 
 
 
 
 
 
 
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  • PlanDynamic
  • Retirement
  • Retirement Planning
  • Small Business
  • Tax Planning
  • Work Benefits
  • Your $ Your Independence
 
 
 
 
 
 
 
 
“Hey, I showed this last year, do something!”, Sincerely Your Tax Returns.
Retirement Planning, Your $ Your Independence, Work Benefits, Tax Planning, Retirement Glenn Brown 5/2/23 Retirement Planning, Your $ Your Independence, Work Benefits, Tax Planning, Retirement Glenn Brown 5/2/23

“Hey, I showed this last year, do something!”, Sincerely Your Tax Returns.

Now that you’ve had some time apart, it’s time to have an honest with your taxes.

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 If your taxes could talk, what would they say?
Small Business, Tax Planning, Your $ Your Independence Glenn Brown 5/6/21 Small Business, Tax Planning, Your $ Your Independence Glenn Brown 5/6/21

If your taxes could talk, what would they say?

Your just completed taxes are telling you how to save money in 2021 and beyond, are you listening?

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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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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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