The Planning Center
(504) 717-4862
1521 Washington Avenue, Suite B, New Orleans, Louisiana, 70130
Business hours
| Monday | 8:30am to 5:30pm |
| Tuesday | 8:30am to 5:30pm |
| Wednesday | 8:30am to 5:30pm |
| Thursday | 8:30am to 5:30pm |
| Friday | 8:30am to 5:30pm |
| Saturday | Closed |
| Sunday | Closed |
About us
Our New Orleans office opened in 2017 when Upperline Financial Planning merged with The Planning Center. The Planning Center is a fee-only financial planning firm that provides a safe place for you to discuss what matters most to you and your family with a team of trusted financial advisors. Our goal is to help you make better decisions as you navigate life's transitions and guide you toward the life you would like to have.
| Services | Benefits Review,Cash Flow & Income Management,Charitable Giving,Client Services,Comprehensive Financial Planning,Corp Returns,Corporate Tax Returns,Defined Contribution Retirement,Education Savings,Estate Design,Estate Planning & Protection,Financial Advisors,Financial Guidance,Financial Health,Financial Life Planning,Financial Matters,Financial Planners,Financial Planning Advice,Financial Restructuring,Financial Security,Fund Advisors,Healthcare Plan,Income Planning,Insurance & Benefits,Investing For Growth,Investment Management,Investment Planner,Investment Strategies,Medicare Planning,Monitor And Adjust,Personalized Support,Portfolio Design,Retiree Benefits,Retirement Plan Consultants,Retirement Savings,Retirement Strategy,Retirement System,Saving And Investing,Savings Strategies,Separate Retirement,State Returns,Stock Options,Strategic Plan,Tax Advisor,Tax Efficiency,Tax Planning And Preparation,Tax Planning Strategies,Trust Tax Returns,Asset & Debt Management,Retirement planning,Insurance annuity investment advisement,Corporate finance consulting,Education savings consulting,Estate planning,Financial planning,Insurance purchase consulting,Investment advising,General investment consulting,Mutual & index fund consulting,Real estate investment consulting,Retirement-related financial consulting,Retirement savings consulting,Tax planning,Wealth management |