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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®

LPL Research Outlook 2019: How to Focus on What Really Matters in the Markets

"The LPL Research Outlook 2019: FUNDAMENTAL: How to Focus on What Really Matters in the Markets is here to provide insightful commentary, economic and market guidance, and LPL Researches investment recommendations to help us navigate the year ahead."

Market Outlook 2019

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

Helpful Content

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

Death is No Excuse

Death is No Excuse

The federal government requires deceased individuals to file a final income tax return.

Errors and Omissions Insurance

Errors and Omissions Insurance

E&O insurance is specifically designed to protect you, or your company, from the risk of a client’s dissatisfaction.


A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Keeping Summer Safe: Pool and Spa Safety Tips

Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

Mutual Funds vs. ETFs

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

Social Security Benefits: How Much Will I Receive

Calculating your potential Social Security benefit is a three-step process.

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Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

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.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Protecting Those Who Matter Most

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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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.

Retiring the 4% Rule

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

18 Years Worth of Days

The average retirement lasts for 18 years. Are you prepared to fill that many days?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

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