LongView Planning Partners

LongView Planning Partners is a financial planning firm that works mainly with physicians and dentists, building customized comprehensive financial plans and helping carry them out. The process runs in four steps: a discovery interview, data gathering, plan design, and plan delivery, followed by implementation, monitoring, and periodic reviews. The firm says it has served more than 2,000 physician and dental clients.

Clients can request an appointment through the website or sign up for periodic educational articles. Securities and investment advisory services are offered through registered representatives of MML Investors Services, LLC, and the firm is not an affiliate of that company. The office is at 618 Oakleaf Office Lane in Memphis.