Know My Plan

Helping clients maintain, build, & transfer their wealth to their loved ones or charities. Financial planning doesn't have to be overly complicated. You don't have to do it alone. I enjoy working with clients who want to build a financial plan together thru a deep understanding of your goals both while working, in retirement, and beyond.

All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.

CERTIFIED FINANCIAL PLANNER™

SunTrust Investment Services, Inc.

VP, Financial Advisor

Financial Advisor

Licensed Financial Sales Consultant 2

I’m a Financial Planner that helps Sales Executives reduce financial anxiety with a 1-Page Plan.

Phone:  704-243-9376 | Email:  nic@knowmyplan.com | Website:  www.knowmyplan.com

I design financial plans for busy executives and their families.

Feel confident about your money with a complete overview of your financial situation

Reduce overwhelm by understanding exactly where you’re at in your journey

Reduce financial anxiety with a high-level plan for the future

You also want to reduce stress, save time, pursue your goals!

As a high earner, you deserve a customized plan to meet you and your family.  No more rules of thumb.  Your goals determine your financial plan, and your financial plan will determine your goals.

The financial plan is your life adventure map.  The plan will need to be monitored and adjusted over time.  That is why we love financial planning.  The process requires relationships built over years!

Securities offered through LPL Financial, Member FINRA/SIPC.  For links to FINRA/SIPC, refer to the Contact Information section above. Advisory Services offered through Independent Advisor Alliance a registered investment advisor and separate entity from LPL Financial. 


Know My Plan is an other business name of Independent Advisor Alliance, LLC.  All investment advice is offered through Independent Advisor Alliance, LLC, a registered investment adviser.  Independent Advisor Alliance, LLC is a separate entity from LPL Financial.

The financial professionals associated with this site may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Nic Nielsen, CFP®

Palm Wealth Partners

Partner/Financial Planner

Personal CFO Network (PCFO)

Member

Equitable Advisors

Our company formerly AXA Advisors, is now Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN)

Retirement Planning Specialist

AXA Advisors, LLC

Financial Professional

GR Financial Group, an office of Met Life

Financial Services Representative

MassMutual Financial Group

New England Financial

New York Life Insurance Company

The busy attorney's financial advisor | Putting your money where it matters most, so you can reduce your taxes today and tomorrow. Stop tipping Uncle Sam!

You’re building a successful law firm.
Clients are happy. Revenue is strong.

But your tax bill? That’s another story.

Most law firm owners I work with aren’t overpaying because they’re careless.
They’re overpaying because they’re too busy serving others to plan ahead for themselves.

That’s where I come in.

I help law firm owners simplify the complex,
so they can stop tipping Uncle Sam and start building real, lasting wealth.

Our MPG System is designed around three core goals:

✅ Minimize taxes with proactive, law-firm-specific strategy
✅ Protect income and assets from hidden risks
✅ Grow wealth with clarity and confidence

We start with a simple belief:
Serve the person, not sell the product.

That means no cookie-cutter plans.
No sales pitches.
Just real strategy, built around you.

📩 Want to see how smart tax planning can create financial freedom on your terms?
Book a 20-minute Ask-Frank-Anything session—no pressure, just real insight.

📞 954-253-5508
📧 frank@palmwealthpartners.com

P.S. You're gonna love the way you feel, when you stop tipping Uncle Sam.

Frank Rekas, CPFA

taplio

The Battle

Nic Nielsen, CFP®

Frank Rekas, CPFA

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