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
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It's important to understand the pros and cons when considering a prepaid debit card.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Tips for Finding Care for Your Special-Needs Child
The care of special-needs children continues into their adult years, and may survive the passing of their parents.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Protect yourself against the damage that your homeowners policy doesn’t cover.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
To choose a plan, it’s important to ask yourself four key questions.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Enter various payment options and determine how long it may take to pay off a credit card.
Estimate your monthly and annual income from various IRA types.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Women must be ready to spend, on average, more years in retirement than men.
A bucket plan can help you be better prepared for a comfortable retirement.
Smart investors take the time to separate emotion from fact.
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.