PlanVest Financial is an alliance of experienced financial advisors, who feel that a team approach provides a dynamic level of comprehensive financial services and investment advice to our clients. PlanVest Financial is a group of Investment Advisor Representatives affiliated with LPL Financial, the largest independent broker/dealer in the nation*. PlanVest Financial is located in Gaithersburg, MD, just minutes from our nation’s capital, and also has an office in Santa Monica, CA. We serve individuals and businesses throughout the country.
*As reported in Financial Planning magazine 1996-2015, based on total revenues.
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 advisor that will take the time to get to know you; to understand your goals and aspirations…a person who will always have your best interest at heart (and that of your family)…an advisor who will build a customized wealth plan to bring clarity to the complexities of your financial/personal situation…a firm that will support you with exceptional professional service…highly educated investment professionals who will provide objective/thoughtful investment strategies…PlanVest Financial can help you and your family find Financial Freedom to live your life the way you have always dreamed it.
Our team of financial professionals have a wide-range of experience and professional designations. Learn More
CERTIFIED FINANCIAL PLANNER™ or CFP®
Chartered Federal Employee Benefits Consultant or ChFEBC℠
Chartered Retirement Planning Counselor℠ or CRPC®
Chartered Retirement Planning Specialist℠ or CRPS®
Accredited Asset Management Specialist or AAMS®
Certified Divorce Financial Analyst or CDFA
Accredited Investment Fiduciary® or AIF®
At PlanVest Federal our Financial Advisors help current/former federal employees navigate the complexities of their employee and retirement benefits offered to them as federal government employees. As an active employee or retiree, don’t let the complexity of your benefits package prevent you from fully benefiting from the options you’ve earned.
Midyear Outlook 2018: The Plot Thickens
"The Midyear Outlook 2018 assesses how financial markets, corporations, policymakers and the broad economy will continue to adapt to high consumer and business confidence, high volatility, new trade and tax policy, and a steadier path toward interest rate normalization."
Life and Death of a Twenty Dollar Bill
How long does a $20 bill last?
Making the most of surprises is a great reason to work with us.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
Knowing the rules may help you decide when to start benefits.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Is your estate in order? This short quiz may help you assess your overall strategy.
Couples may be able to head off many of the problems in a marriage that money can cause.
If you find it hard to attain personal life goals, there’s an app for that!
As our nation ages, many Americans are turning their attention to caring for aging parents.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Assess whether you are running “in the black” or “in the red” each month.
Determine your potential long-term care needs and how long your current assets might last.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you may need to save for retirement.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
When should you take your Social Security benefit?
Do you know these three personal finance sayings?
A bucket plan can help you be better prepared for a comfortable retirement.
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are hundreds of ETFs available. Should you invest in them?
How does your ideal retirement differ from reality, and what can we do to better align the two?