About PharmD Financial Planning LLC
PharmD Financial Planning LLC is dedicated to helping families achieve their financial dreams. The firm is known for its smart, thoughtful, and transparent approach, providing personalized financial advice without commissions. Clients appreciate the attention to detail, as well as the clear explanations of investment options. Many have praised the professionalism and genuine nature of their advisor, who is committed to making the planning process easy and accommodating. With a focus on retirement planning, tax reduction, and smarter investments, PharmD Financial Planning ensures clients feel confident in their financial decisions. The firm comes highly recommended for anyone seeking reliable and effective financial guidance.
After years without the best assistance in financial planning, my husband and I located and connected with PharmD Financial Planning. We now not only receive trustworthy information for proper investment of funds, but also assistance with tax planning, and more.
Our financial advisor, Derek, listens well; clearly shares his knowledge and insights; responds promptly; and is enjoyable to know. My husband and I recommend PharmD Financial Planning, a reliable, full-service firm.
We really appreciate Derek's holistic approach to our retirement financial plan. He makes a point to understand our goals, our history with money, and how we work together as a couple. Derek's knowledge and software go far beyond our educated investment strategies, supporting us as we transition into retirement spending. Because he isn't beholden to financial products, he is truly an advocate for our financial health.
Derek has been doing a great job for us. He is very knowledgeable , answers all our questions in a way that we understand and always follows through as promised! We are so grateful to have him managing our retirement accounts!