Broker Check
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

          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®

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

Helpful Content

Insuring Your Business Against Cyber Liability

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

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

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

 

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

What Is an Annuity?

Annuities are versatile tools that can help you save for retirement and generate income in retirement.

Apps That Help Achieve Goals

If you find it hard to attain personal life goals, there’s an app for that!

Does Your Child Need to File an Income Tax Return?

When your child has income, there’s a good chance that he or she will need to report it and pay taxes.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

Donating Art: Taxation Abstraction

The tax rules that govern donating art are complex and confusing. Take a closer look.

View all articles arrow

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Tax Freedom Day

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

Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

View all calculators arrow

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Retirement Plan Distributions

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

Managing Your Lifestyle

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

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

View all presentations arrow

Retirement Redefined

Around the country, attitudes about retirement are shifting.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Rightsizing for Retirement

What does your home really cost?

View all videos arrow