About Long Planning, LLC
Reviews for Long Planning, LLC
Write a reviewHours
Monday: 9AM - 5PM
Tuesday: 9AM - 5PM
Wednesday: 9AM - 5PM
Thursday: 9AM - 5PM
Friday: 9AM - 5PM
Saturday: ClosedSunday: Closed
Long Planning, LLC, led by Kyle, has earned a strong reputation among local business owners and families for its personalized and trustworthy financial advice. Clients appreciate Kyle's ability to understand their unique financial and personal goals, allowing him to create customized plans that address their specific needs. Many describe their experience with him as feeling more like working with a trusted neighbor than a traditional financial advisor, highlighting his approachable nature and clear communication without confusing jargon. Kyle's expertise extends beyond basic financial planning; he provides valuable insights into structuring businesses for tax benefits and helps clients develop effective strategies for debt management, retirement planning, and wealth management. His dedication to client success is evident, as he is motivated by helping others win rather than just financial compensation. Clients consistently express their satisfaction with the clarity and direction he offers, making Long Planning, LLC a highly recommended choice for anyone seeking reliable financial guidance.
Kyle is a wonderful financial advisor, with the heart of a teacher and the patience of a saint. I am not always as organized as I'd like to be with tax documents, something I'm getting better at each year. This year, with Kyle's help, my husband and I were able to see massive improvements to our year-end numbers, and we made some moves that helped reduce our tax liability substantially. These are things I did not learn in college or law school! I am so grateful for Kyle, his help, his responsiveness, and his knowledge of how to make the most of our efforts to run a business and support our family. Highly recommend!
As a small business owner here in Geneva, finding someone I trust with my finances was a big deal—and I’m really glad I found Kyle. He is easy to talk to and actually takes the time to understand both my business and my family goals. He was able to advise a better way for me to structure my business from a tax standpoint that is making a huge impact on my bottom line.
There’s no pressure and no confusing jargon—just honest conversations and solid advice. Honestly, it feels more like working with a trusted neighbor than a financial advisor.
If you’re a local business owner or family looking for someone dependable and down-to-earth, I’d 100% recommend...read full review
I highly recommend Kyle, he is a amazing person! He takes the time to understand your financial goals and puts a customized plan wrapped around those personal/professional goals. He has a broad network as well which is always a benefit to know the right people to help in other areas of need.