Assure Your Future

  

Choosing a financial advisor can be confusing.  Many people call themselves financial advisors, but as CFP professionals we are trained to provide you with comprehensive financial planning services including managing investments, retirement and tax planning.  We often function as a hub between you and your estate attorney, CPA and other members of your team.

As fee-only planners, we sell no products and are compensated solely by you, our clients.  We have chosen to be fee-only so that you can count on our objectivity and professionalism.  You will receive full disclosure of our compensation and will never have to worry about recommendations based on fees or commissions.

Personal Financial Planning, LLC is an investment advisor firm, registered with the state of Alabama.  We are also registered investment advisors under the Financial Industry Regulatory Authority (FINRA), a private self-regulatory organization that regulates certain aspects of the securities industry.

Caring for Nest Eggs Since 1994


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Meet Our Staff

S. Denise (Necie) Borroni, CPA, CFP®

Partner

necie@personalfinplan.com

251.342.7377

Susan A. Martino, CFP®

Partner

Sue@personalfinplan.com

251.342.7377

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Where to Find Us

Here are the best ways to contact us.

251-342-7377 necie@personalfinplan.com

3510 Montlimar Plaza Drive Ste 200, Mobile, AL 36609

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We would love to hear from you!

251-342-7377 necie@personalfinplan.com

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