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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
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  • PlanDynamic
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  • Retirement Planning
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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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Zoom Your Estate Planning
Estate Planning, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 3/3/21 Estate Planning, Retirement Planning, Tax Planning, Your $ Your Independence Glenn Brown 3/3/21

Zoom Your Estate Planning

Technology and legislation are removing procrastination from developing your holistic estate plan.



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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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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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Guard(ian) Your Blindside
Estate Planning, Insurance, Your $ Your Independence, College Planning Glenn Brown 4/30/19 Estate Planning, Insurance, Your $ Your Independence, College Planning Glenn Brown 4/30/19

Guard(ian) Your Blindside

Who ensures your child’s continued growth? It’s not the insurance.

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Estate Planning: Evolve Beyond “Death & Taxes”
College Planning, Tax Planning, Estate Planning Glenn Brown 6/29/18 College Planning, Tax Planning, Estate Planning Glenn Brown 6/29/18

Estate Planning: Evolve Beyond “Death & Taxes”

Couples in their 30’s and 40’s with young families often view estate planning as “death & taxes” and think to do it when their old, like their parents age. Big mistake.

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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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