Resource Center

Your have come to the right place to find timely information regarding the financial markets, money& budgeting, taxes and enjoying the fruits of your labor. Being well informed can help you in your pursuit of Financial Freedom.

Research

Here you can find timely and informative commentary and insights regarding the financial markets.
Learn More

Video Library

Find out more through our educational videos.
Learn More

Tax Resources

Find forms, explanations, tax tables and other tools to help you manage your taxes.
Learn More

Money

Learn practical tips about managing your money and budgeting.
Learn More

Lifestyle

Watch interesting videos and presentations on balancing work and leisure; and making smart money decisions.
Learn More

Glossary

Find the meaning of hundreds of financial terms here.
Learn More

Featured Team Member

Maarten Rietveld, CFP^®, AIF, CDFA

Maarten is the Co-Founder of PlanVest Financial. He is a CERTIFIED FINANCIAL PLANNER™ and specializes in Portfolio Management. He has been a financial advisor since 1984.

Richard Clonch, JD, CFP^®, ChFEBC℠

Richard is the CEO and Co-Founder of PlanVest Financial. He is also a CERTIFIED FINANCIAL PLANNER™. Working closely with his clients, Richard provides...

Michael C. Mattison, ChFEBC℠

Mike is a retirement distribution planning specialist who has been published and has trained more than 2,000 financial professionals across the country. Additionally, Mike is Nationally recognized as a public speaker on financial...

Robert L. Behr, MBA, CPA

Robert works to develop long-term partnerships with clients seeking a broad array of advice, including: counseling on their investments; risk management; liabilities management; and estate and retirement planning. His recommendations...

Zach Payne, ChFEBC℠

As a Client Services Manager for PlanVest Financial, Zach enjoys supporting the day-to-day administrative operations and working with clients. He plays an active role...

Thomas Bonorden, CFP^®, ChFEBC℠

Tom is a CERTIFIED FINANCIAL PLANNER™ and has more than thirty years experience in the financial service industry. Tom spent many years as a senior executive with several metropolitan Washington, D.C. area financial institutions...

Lori Dove

As a Client Services Assistant for PlanVest Financial, Lori enjoys providing administrative support and communicating with clients. She has extensive administrative, banking and bookkeeping experience in a variety of professional...

Kaily Granados

As a Client Services Associate for PlanVest Financial, Kaily enjoys providing administrative support and working with the software we use. She has several years of banking, customer service and technical experience in a variety of...