Planning Made Simple

Education · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

10800 Sikes Pl Ste 110, Charlotte, North...

Phone Number

(704) 529-9500

Revenue

<$5 Million

Industry

Education Training
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About Planning Made Simple

Planning Made Simple is a subscription-based platform designed to empower investors through education, community interaction, and professional guidance. It offers a variety of courses and resources on financial topics such as retirement, dividends, and taxes, catering to investors of all skill levels. The platform fosters a supportive community where members can connect with both licensed and non-licensed professionals to enhance their financial knowledge. Its mission is to simplify complex financial concepts, enabling members to make informed decisions about their investments.Explore more
Planning Made Simple's Social MediaPopular SearchesPlanning Made SimpleJABBS & Associates CorpSIC Code 82,829NAICS Code 61,611Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Planning Made Simple

<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
2013
AL
A. LipscombInvestment Advisor & Representative
<$5M
1-10
Private
-
2015
LB
Lester BotkinFinancial, Cfa Advisor
<$5M
1-10
Private
-
2009
EJ
Eric JudyFounder & Financial Advisor & Investment Advisor & Representative & Insurance Broker
<$5M
1-10
Private
-
2009
JR
Julie RavensbergInsurance and Annuity Manager
Illustration of an envelope

Company Profile Activity

i

Among all Education companies

Low Activity

High Activity

Activity Insights

Planning Made Simple is experiencing very low activity levels compared to other companies in the Education sector.

What does this means?

Planning Made Simple is drawing exceptional interest within the Education industry, suggesting notable developments or strong market momentum, learn more about Planning Made Simple.

Planning Made Simple Tech Stack

A closer look at the technologies used by Planning Made Simple

Top Education Companies

Frequently Asked Questions Regarding Planning Made Simple

What is Planning Made Simple's official website?
Planning Made Simple's official website is www.planningmadesimple.com
What is Planning Made Simple's Revenue?
Planning Made Simple's revenue is <$5 Million
What is Planning Made Simple's SIC code?
Planning Made Simple's SIC: 82,829
What is Planning Made Simple's NAICS code?
Planning Made Simple's NAICS: 61,611
How many employees does Planning Made Simple have?
Planning Made Simple has 1-10 employees
What industry does Planning Made Simple belong to?
Planning Made Simple is in the industry of: Education, Training
What is Planning Made Simple competition?
Planning Made Simple top competitors include: Botkin Family Wealth Management, Phase 2 Wealth Advisors, RZA Wealth Management, The Retirement Income Specialist
What technology does Planning Made Simple use?
Some of the popular technologies that Planning Made Simple uses are: Google My Business, Mixpanel, WooCommerce, WordPress.org
How do I contact Planning Made Simple?
Planning Made Simple contact info: Phone number: (704) 529-9500 Website: www.planningmadesimple.com
What does Planning Made Simple do?

Planning Made Simple is a subscription-based platform designed to empower investors through education, community interaction, and professional guidance. It offers a variety of courses and resources on financial topics such as retirement, dividends, and taxes, catering to investors of all skill levels. The platform fosters a supportive community whe... re members can connect with both licensed and non-licensed professionals to enhance their financial knowledge. Its mission is to simplify complex financial concepts, enabling members to make informed decisions about their investments.Read More

What are Planning Made Simple social media links?
Planning Made Simple Linkedin page Planning Made Simple Twitter page Planning Made Simple Facebook page
Is Planning Made Simple a public company?
Planning Made Simple is private company therefore does not currently have an official ticker symbol
See more information about Planning Made Simple

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