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Saving for College 101 Tuning Your Social Security Benefit The Latte Lie and Other Myths

PlanVest Financial 

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

          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®

PlanVest Federal

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.

Learn more about PlanVest Federal

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."

Midyear Outlook 2018 PDF

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The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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What does your home really cost?

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