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Long Planning, LLC
Long Planning is a fee-only financial advice and tax planning firm offering proactive, tax-smart retirement planning. Services include cash flow planning,...
Overview
Long Planning is a fee-only financial advice and tax planning firm offering proactive, tax-smart retirement planning. Services include cash flow planning, tax strategy and preparation, investment management with globally diversified low-cost portfolios, values-based planning, and generosity planning. The firm is fully virtual and works with clients anywhere in the U.S.
General information
Firm type
RIA
Year founded
2019
Location
Country
U.S.
City
Campton Hills
Principals
Kyle (Founder & CPA)
Kyle M. Long
CPA, Owner & Financial Planner
Frequently asked questions
What is Long Planning, LLC's known posture on co-investments alongside external GPs?
There is no public record of Long Planning, LLC participating in co-investments or any other external capital partnerships.
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