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Welcome To Drive Planning
Drive Planning is designed to create an intentional approach to a successful life. So, what is the definition of a successful life? After research and surveying Drive Planning determined that truly successful people typically were Relationally Rich, Physically Fit and Financially Free.
Drive Planning partners with some of the best money managers in the world. Based upon your specific portfolio; we will work to ensure that your portfolio is designed and managed so that you’re reaching your Hopes and Dreams. Our portfolio managers have won numerous industry awards for their strategic portfolios. Sophisticated strategies for your investment portfolio can help you to avoid some of the ups and downs of volatile markets. We have hand chosen the best within the industry to work with our Drive Planning Members. Contact us today for a portfolio review.
Each of our financial planning processes are designed to create clarity for our Members. When making financial decisions it is helpful to have a team of professionals with over 300 years of collective experience on your side. Our team approach provides our Members with Certified Financial Planners, Certified Public Accountants, Certified Senior Advisors, Chartered Financial Analyst, Investment Advisors, Real Estate Professionals Tax Strategist and more. This team of professionals utilizes financial models and software to identify strategies to help achieve your Hopes and Dreams.
At Drive Planning we help direct our members to a variety of investment types. One common goal is to create an investment portfolio which offers greater control over your return, taxation and potentially guarantees. We assist our members in moving away from Statement Wealth and into more Contractual Wealth arrangements. Our investment portfolio consists of traditional stocks and bonds but goes well beyond Wall Street with offerings such as energy projects, real estate, storage units, film and television, CBD Oil and other business opportunities.
Many accountants focus on solely reporting the results and offering very little strategic advice. We believe that significant tax savings comes through planning which utilizes the entire tax code. This type of planning is often reserved for the super wealthy, not any longer. Drive Planning is bringing strategic tax saving moves to your financial plan.
Self Directed Retirement Accounts are designed for the person who desires investment opportunities which go beyond traditional Wall Street investments. Within your Self Directed IRA we can point you towards assets which create a more predictable outcome; we refer to this as Contractual Wealth.
Careers At Drive Planning
We are continuously looking for great people to join our Drive Planning Team. We have a number of career options and training to support seasoned veterans all the way to career changers. Take a few minutes to learn more about our firm and how you may be a fit.