Reviews for Peace of Mind Financial Planning

Dec 2023

Excellent advice, management, and more from a hardworking team that truly cares. Strongly recommended for business owners too - unlike so many other financial planning and financial advisory firms, Peace of Mind looks at far more than just your retirement accounts. They're also well-networked, and have so far connected us with a trademark attorney, a health insurance broker, and even payroll providers. We've so far worked with them on tax planning, estate planning, and investments. We look forward to reviewing insurance, business planning, and more with Linda and Dani.