Member Details

Finance

Money Planning, LLC

7704 S Trask Street
Tampa, FL 33616 ( Map )

Alex and Money Planning, LLC helps young professionals and business owners establish a strong foundation to build wealth and prepare for unexpected events. He utilizes a monthly subscription fee model where no investable assets are required to work with Alex and Money Planning, LLC. This emphasizes detailed financial planning and service tailored to your priorities. While we cannot ignore retirement planning, we often face competing demands of life today, such as marriage, children, housing, business concerns, and enjoying today's "you only live once" mantra. Financial advice shouldn’t be reserved for the affluent; don't wait until you have money to maximize its utility value. Decisions in our 20s and 30s may seem small, but they’re often the most consequential due to the compounding nature of returns. Our service model fills the gap left by traditional advisors, offering practical guidance & protection when it matters most.

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