Who We Serve
Real Estate Investors
Already own a portfolio of rental properties or you're just thinking about getting started?
Whether it's current portfolio analysis, options for new purchases, or tax strategies unique to real estate, PFP has the answers. Work with someone who gets it.
Young Professionals
What down payment should you make on a house? How much to save for retirement? Which health plan is best? Want to travel more?
​
Finance isn't one-size-fits-all. Find general tips on the PFP blog, or schedule a chat for tailored advice.
Entrepreneurs
Entrepreneurship is more than a job—it's a mindset. It's about the passion to create something new.
​
Running a business has its ups and downs. Let PFP handle your personal finances so you can focus on your venture.
How PFP Operates
The beauty of PFP's business model is that you don't need investments or insurance with the firm to receive planning services.
​
Preece Financial Planning, LLC is a fee-only, fiduciary financial planning firm based in Eau Claire, Wisconsin, working with people all throughout the country.
​
If you're motivated to make the best decisions for your financial situation but want to delegate parts of the process, PFP is a great place to start.