# Practical Planner

- **Website:** <https://practicalplanner.com>
- **Primary alias:** `practicalplanner.com`
- **Location:** Groton, Massachusetts, United States

## Description

The Practical Planner, LLC is an independent, fee-only financial planning and wealth management firm serving pre-retirees, retirees, and business owners in Groton and Maynard, Massachusetts. Its Certified Financial Planners and Enrolled Agents provide comprehensive advice that integrates financial goals with investment, tax, retirement, estate, and risk-management decisions. Clients pay directly for professional services; the firm does not sell products or receive commissions for recommendations.

Services include goal setting, investment strategy and portfolio management, individual tax planning and preparation, employee-benefit guidance, retirement and income planning, insurance reviews, and estate-planning support. The firm tailors investment strategies to each client’s circumstances, including tax situation, risk tolerance, employer stock, and legacy low-basis investments. Its approach emphasizes proactive tax guidance, low-cost investments, and ongoing adjustments as clients’ goals and lives change.

The Practical Planner describes itself as a fiduciary, committed to objective advice in clients’ best interests. Comprehensive financial planning and investment management require a minimum portfolio size of $2.5 million. Prospective clients may schedule a no-cost initial telephone consultation.

## Industries

- 💰 Finance
- 💰 Financial Planning and Management _(under Finance)_

## Logos & icons

- logo _(primary)_ — PNG — [download](https://cdn.brandfetch.io/idG-oFlYDT/w/1934/h/384/theme/dark/logo.png?c=1bxid64Mup7aczewSAYMX&t=1790432909445)

## Colors

| Name | Hex | Theme |
| --- | --- | --- |
| Blue Dianne | #225d59 | accent |
| Mine Shaft | #333333 | dark |
| Cinnabar | #e74c3c | light |

## Fonts

- Droid Serif — asset _(custom)_
- Droid Serif — asset _(custom)_

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_Source: <https://brandfetch.com/practicalplanner.com>_
_See [/llms.txt](/llms.txt) for a full list of agent-readable pages, and [/auth.md](/auth.md) for how agents authenticate._