Broker Check

Our Approach

“Go confidently in the direction of your dreams. Live the life you have imagined.”

— Henry David Thoreau

Our Commitment to You Is With “PURPOSE”

Our mission is rather straight forward, to provide our clients with: personalized financial planning and informed strategic investment advice; that is delivered with outstanding “hands-on” service and support.  PlanVest Financial will help you work towards Financial Freedom through PURPOSE: 

Plan:

to build a wealth plan that will organize your finances and dreams, providing lasting direction for you and your family.
 

Understand:

to help clients understand their finances, we will continuously educate them by providing timely and informative information covering a broad range of topics that affect their lives.
 

Relationship:

to maintain a client-focused relationship where we understand your goals, aspirations and dreams, to help you pursue them through informed advice.
 

Professional:

our wealth advisors have nearly eight decades of experience; are highly educated; and hold distinguished industry certifications.
 

Objective:

to provide objective advice since the firm has no proprietary products to sell and relies on independent research; allowing conflict-free advice and investment recommendations.
 

Service:

to provide clients with personalized and “hands-on” support by highly trained and courteous professionals, in a timely manner.
 

Ethics:

to act with integrity and transparency at all times and with all matters in our dealings with our clients; and as a CFP® act in a fiduciary manner by putting our clients’ interest ahead of our own at all times.