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Personal Financial Planning, LLC

Caring for Nest Eggs Since 1994

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Online Financial Resources

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Enjoy access to several helpful resources concerning retirement, taxes, and government.

Retirement Calculator

Fill in information on this calculator to see how you stand on your retirement goals!

Social Security Quick Calculator

Enter a few items such as your birthday, earnings, and future retirement date to see a rough estimate of your future Social Security benefit.

IRS Tax Information for Individuals

Access useful information, booklets and other tools for individuals from the Internal Revenue Service.

U.S. Small Business Administration

An electronic gateway of procurement information for and about small businesses.

Where’s My IRS Refund?

You can use this website to check on the status of your tax return within 24 hours after the IRS has received your e-filed tax return, or 4 weeks after your paper return was mailed. Please have your social security number or ITIN, filing status, and the exact amount of your refund with you.

Where’s my Alabama State Refund?

Enter your Social Security number, the tax year, and the amount of the refund to learn the status of your refund from the State of Alabama.

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Personal Financial Planning, LLC

Blue Nest Egg

Caring for Nest Eggs Since 1994


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Phone: 251-342-7377
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Our Locations

3510 Montlimar Plaza Dr
Suite 200
Mobile, AL 36609

116 Fairhope Ave
Fairhope, AL 36532


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Disclaimer: Investment advisory services are offered in affiliation with Personal Financial Planning, LLC.  We are a registered investment advisory firm in Alabama and Texas, and serve clients in other states as permitted by law.