About Us

About Plain Talk Financial Planning

Plain Talk Financial Planning (PTFP) is an Investment Adviser principally located in the state of Massachusetts. We act in a fiduciary capacity for our clients, meaning we always put the needs of the client above all else.

We are a fee-only firm, meaning the only compensation we receive is from our clients for our services. PTFP does not accept compensation for the sale of securities or other investment products including asset-based sales charges or service fees from the sale of mutual funds.

Our Approach

Understanding the unique needs of each client lies at the heart of our approach. We strive to be a trusted partner, using our expertise to help guide clients with their financial decision-making.