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
An Overview of Renter’s Insurance
Don’t overlook the need for renter’s insurance if you rent your home.
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Second marriages are a trigger event to revisit any existing estate strategies.
What kind of auto insurance should you have? Do you know?
Five strategies for managing your student debt.
Your credit score may influence how much you pay for auto and home insurance.
Here’s a guide to explain all the parts of Medicare.
This calculator demonstrates the power of compound interest.
Estimate how much you have the potential to earn during your working years.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Determine your potential long-term care needs and how long your current assets might last.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
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?
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
What are your options for investing in emerging markets?
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Pundits say a lot of things about the markets. Let's see if you can keep up.