John R. Power, CFP^®

MBA,

Principal

Power Plans

17 Pheasant Hill Rd
Walpole, MA 02081

(508) 660-9770 CONNECT WITH John

Compensation

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

All client pay a flat fee for a comprehensive initial plan. If investments are taken under management there is an additional fee for that specialized service.

Minimums

HOUSEHOLD INCOME MINIMUM

No Minimum

Investable Asset Minimum

No Minimum

General

John Power is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Power Plans in Walpole, MA and the surrounding communities.

Financial Advisor Overview

Power Plans focuses on the comprehensive aspect of client and family financial needs. Every aspect is integrated into a plan that addresses family financial security for the long term. Financial Planning goes far beyond investment advice, and while Power Plans is a state-Registered Investment Advisor, that is a small part of the overall planning process.

Financial Advisor Experience

Dick Power and his firm, Power Plans, have provided comprehensive and integrated financial plans for individuals for over 20 years. Experience gained through education, certification, continuing education and broad customer exposure is of great value to every client. While every client is different, many conditions are similar to others and the professional knowledge gained from a broad practice is invaluable.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

Designations & Certifications

CERTIFIED FINANCIAL PLANNER™ (CFP^®)

Broker-Dealer Affiliation

None/NA

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, 401(k)/403(b)/IRAs, Asset Allocation, Career Change, Estate Planning, Investment Management, Government & Military, Irregular Income, Mutual Funds, Insurance, Retirement, Life Planning, Succession Planning, Men's Finances, Women's Finances

COMPENSATION METHODS

Fee Only

COMPENSATION CONSIDERATIONS

All client pay a flat fee for a comprehensive initial plan. If investments are taken under management there is an additional fee for that specialized service.