Broker Check
Saving for College 101 Welcome to PlanVest A Fruitful Retirement: Social Security Benefit How to Retire Early

PlanVest Financial 

You have worked hard for many years to accumulate your wealth, now it’s time to declare your financial independence by working with a wealth advisory firm that will take the time to get to know you; and understand your goals and aspirations. We are here to work with you to build a customized wealth plan to bring clarity to the complexities of your specific financial situation.

PlanVest Financial is an independent Registered Investment Advisory (RIA) firm, working under the fiduciary standard; meaning we always put our clients’ best interest before our own. For safe-keeping, we work with Charles Schwab & Co., Inc. and LPL Financial to custody client assets. Our team of knowledgeable financial professionals are committed to providing you with informed wealth advice and exceptional service, to help you and your family find Financial Freedom.

We welcome you to learn more about our team's wide-range of experiences and professional designations. Experience, knowledge and following the Fiduciary Standard distinguishes the financial advisors at PlanVest Financial. Learn More


 
 

Useful Updates from PlanVest Financial

LPL Research Outlook 2019

Read more

Outlook 2019: The Video

Watch now

Schwab 2019 Market Outlook

Learn more

2018-2019 e-Pocket Tax Tables 

Learn more

PlanVest Federal

Learn more
 

Helpful Content

Don’t Be Your Own Worst Enemy

Don’t Be Your Own Worst Enemy

Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

How to Retire Early

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

 

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

The Pre-Retirement Checklist

This checklist can give you a quick snapshot of how prepared you are.

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

View all articles arrow

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

View all calculators arrow

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

View all presentations arrow

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Tuning Your Social Security Benefit

When should you take your Social Security benefit?

Your DNA Test

If your family relies on your income, it’s critical to know what their needs would be in the event of your death.

The Good Ship IPO

The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

View all videos arrow