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
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.
The Facts About Income Tax
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.
Without a solid approach, health care expenses may add up quickly and potentially alter your spending.
Estate tax laws have changed a few times in recent years. Do you know the new rules?
Estimate the total cost in today's dollars of various mortgage alternatives.
Use this calculator to estimate your capital gains tax.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are a number of ways to withdraw money from a qualified retirement plan.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Investors seeking world investments can choose between global and international funds. What's the difference?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
How do the markets usually react to elections? Was the 2016 election any different?