Educated Financial Planning, LLC is a registered investment advisor offering advisory services in New York and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by Educated Financial Planning in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of Educated Financial Planning, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by the firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

TERMS & CONDITIONS I DESIGN BY STACY AGUILAR DESIGN