ABOUT US
At Key Planning Partners, we specialize in tailoring our financial strategies to not only fit your current situation, but also provide a foundation for the future. No matter where you are in your financial journey, we endeavor to take you to the next level. We are dedicated to professionally supporting, educating, and providing informed direction to each and every client.
Our staff consists of experienced professionals with a hands on approach to financial guidance. Not only will you find our team members knowledgeable, but you will also discover that our staff truly cares about helping make your dreams a reality.
OUR SERVICES
COMPLETE FINANCIAL STRATEGIES FOR SUCCESS
As a full service planning firm, our experienced team is here to help you manage multiple aspects of your financial life and help you reach your goals.
Retirement Strategies
Legacy & Estate Planning
Long Term Care Planning
Business Planning
Living Benefits
Contact Us To Learn More About Our Services And How We Can Help You!
A TEAM DESIGNED WITH EXCELLENCE IN MIND
WHY CHOOSE KEY PLANNING PARTNERS
CFP® Professional
The CERTIFIED FINANCIAL PLANNER™ certification requires rigorous education, examination, experience, and ethical requirements (the "Four E's").
INDEPENDENT
As an independently owned and operated business, we answer only to you. Because we're not owned by or affiliated with any other entity, we're free to offer advice that's agile, creative and uniquely tailored to your goals.
COMPREHENSIVE
Our personalized advice is not limited to investing. We also provide complete personal financial planning to help you and your family make smart overall decisions with your money.
RESPONSIVE
Because you shouldn't have to wait for answers, we respond promptly to your needs, in your preferred method of communication. Whether it's in person, by phone, or by electronic means.
TESTIMONIALS
Here’s what our client family has to say about the role Key Planning Partners has played in their lives.
Marie presented a very informative workshop that will help our family address an immediate crisis we are dealing with in regards to our Mother’s care needs.
- B.F.
Tampa
When my family was at their lowest and struggling to cope with my recent diagnosis, KPP provided local support and found creative options to help pay for care so I didn’t have to deplete my retirement. It allowed my children to focus on their futures rather than how to pay for care. I had been to several financial advisors trying to find a better solution so I was hesitant to have another disappointing meeting. I am so glad I tried one more time because it has made all the difference for me and my family.
- H.K.
Ruskin
Having to manage the care needs of our parents, Marie was able to provide us a unique tax efficient planning solution that will help our children avoid this burden.
- D.M.
Tampa
KPP truly cares about finding the best solutions for their clients. It is not a sales or product push like I have been to in the past. In our case, they were able to help us understand how to qualify for certain government benefits and not one sale was made. I am so grateful for KPP and what they are doing to help those dealing with the high cost of long term care.
- J.L.
Temple Terrace
KPP helped my husband and I put together a plan that we could afford to cover long term care costs should we need care in the future. This will allow us to stay home for care and not go through our savings to do so. It also alleviated our fear of becoming a burden on our children. AND if we don’t end up needing care, then there is a death benefit that goes tax free to our children. It was a win, win, win across the board. I couldn’t recommend them any higher.
- M.H.
Lakewood Ranch
*These testimonials may not be representative of the experience of other financial professionals and is no guarantee of future success. These testimonials were not paid for.
Living Benefits
Real Clients. Real Stories.