Welcome
AGAPE Planning Partners is a boutique wealth management firm focused on helping women navigate the financial maze of life (we help men as well...so don't feel left out gentlemen). We were founded with the primary goal of assisting our clients in every aspect of their financial lives. We work to provide the most personal service available, to earn a reputation for excellence in our industry. We strive to help create financial stability and provide financial independence for each of our clients.

At AGAPE Planning Partners, our mission is to assist our clients in the creation of "TRUE" lasting and multi-generational wealth. This is accomplished through effective stewardship strategies and biblical wisdom.
Deuteronomy 8:18

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Newsletters
  • Points to Consider If Your Retirement Goal Seems Out of Reach
    Each year in its annual Retirement Confidence Survey, the Employee Benefit Research Institute reiterates that goal setting is a key factor
  • Last-Minute Tax Tips
    It's that time of year again--tax filing season. And while many taxpayers like to get a head start on filing their returns, there are those of us who always
  • The Cost of Waiting
    Starting to save early means your money has more time to go to work for you. Even if you can only afford to set aside small amounts, compounding earnings can
  • How much can I contribute to my IRA in 2015?
    The combined amount you can contribute to your traditional and Roth IRAs remains at $5,500 for 2015, or $6,500 if you'll be 50 or older by the end of the year. You can
  • Is there a new one-rollover-per-year rule for 2015?
    Yes. The Internal Revenue Code says that if you receive a distribution from an IRA, you can't make a tax-free (60-day) rollover into another IRA if
    
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Nathaniel L. Moore is a Registered Principal with, and securities and advisory services offered through LPL Financial, member FINRA/SIPC.

Investments products and services available only to residents of : California (CA), Colorado (CO), Nevada (NV), Oregon (OR)



This communication is strictly intended for individuals residing in the state(s) of CA, CO, NV, OR and TX. No offers may be made or accepted from any resident outside the specific states referenced.