What We Do
The guiding principle of Essential Planning, LLC. has always been responsive, personalized and impeccable service built on trust.
Learn More
Visit
Share.
Collaborate.
Create.
Why We Do It?
Our Mission is to be in the business of creating ideal futures for our clients, our community and our team.
Learn MoreHelpful Content
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Choosing a Retirement Plan that Fits Your Business
To choose a plan, it’s important to ask yourself four key questions.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Your Changing Definition of Risk in Retirement
A change in your mindset during retirement may drive changes to your portfolio.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Understanding Extended Care
Understanding the types of extended care services—and what those services could cost—may be critical.
View all articles 
The Cost of Procrastination
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
The Rule of 72
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Retiring the 4% Rule
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Your DNA Test
A Detailed Needs Analysis (DNA) can be a simple way to care for loved ones, no matter what the future may hold.