The Art and Science of Successful Planning

CONNECT

Address:

3949 Evans Ave.
Ft Myers, FL 33901

Phone:

(239) 489-0084

Fax/Other:

(239) 489-0965

Disclosure Agreement

As a Registered Investment Advisor, The Art and Science of Successful Planning files two documents with the state:

Form ADV, Part 1: This form includes useful information about the company, such as address, phone number, number of employees, types of clients, assets under management, ownership information, and key executives.

Additional information about The Art and Science of Successful Planning is also available at www.adviserinfo.sec.gov. The searchable IARD/CRD number for The Art and Science of Successful Planning is 114523. You can also search our information by typing in “The Art and Science of Successful Planning” under the “Firm Name” field, or by CRD# 114523.

Form ADV, Part 2: The Art and Science of Successful Planning maintains and delivers to clients and prospective clients, a narrative document that includes additional information about the company, its employees, and its business practices (including any related party agreements); also known as “The Brochure”. If you are interested in receiving the form ADV Part 2, you can request it by contacting us or you can click here

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Check the background of this financial professional on FINRA's BrokerCheck