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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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Grandparents: Stretching Is Good For Health, What About Your IRA?
Estate Planning, College Planning, Retirement Planning, Tax Planning Glenn Brown 6/14/18 Estate Planning, College Planning, Retirement Planning, Tax Planning Glenn Brown 6/14/18

Grandparents: Stretching Is Good For Health, What About Your IRA?

If you choose a very young beneficiary, such as a grandchild, funds in your IRA could compound substantially over their lifetime and provide flexibility to help pay for expenses, like college, along the way.

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Contribution Limits for Tax Year 2018
Retirement Planning Glenn Brown 6/1/18 Retirement Planning Glenn Brown 6/1/18

Contribution Limits for Tax Year 2018

Now is the time to strive for maximum contributions. If you save the average, you'll be the average.

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Getting On The Savings Track
Budgeting Glenn Brown 5/18/18 Budgeting Glenn Brown 5/18/18

Getting On The Savings Track

Want to learn how to pay yourself first?

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 A Focus On Why Launches PlanDynamic
PlanDynamic Glenn Brown 4/10/18 PlanDynamic Glenn Brown 4/10/18

A Focus On Why Launches PlanDynamic

The story behind PlanDynamic and mission to help clients build, evolve and sustain their financial independence.

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HOME I FEE-ONLY FIDUCIARY DISCLOSURES FORM ADV TABLE OF FEE SERVICES  CONTACT

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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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