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."
Insuring Your Business Against Cyber Liability
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The Value of Insuring Against Life’s Risks
Building wealth requires protection from the forces of wealth destruction.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
If you find it hard to attain personal life goals, there’s an app for that!
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
This worksheet can help you estimate the costs of a four-year college program.
The tax rules that govern donating art are complex and confusing. Take a closer look.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps estimate your federal estate tax liability.
Assess whether you are running “in the black” or “in the red” each month.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are a number of ways to withdraw money from a qualified retirement plan.
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Around the country, attitudes about retirement are shifting.
What is your plan for health care during retirement?
Investors seeking world investments can choose between global and international funds. What's the difference?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Do you know these three personal finance sayings?
What does your home really cost?