A BETTER PLAN
You deserve a Better Plan – a Plan that helps you achieve your most important financial goals – like a secure retirement – while avoiding unnecessary risk; a Plan that gives you confidence that your goals will be met.
A BETTER PORTFOLIO
You deserve a Better Portfolio – a Portfolio based on time-tested, evidence-based principles, using best-in-class funds, customized to meet your unique needs; a Portfolio that creates more wealth with less cost.
A BETTER PRICE
You deserve a Better Price – a Price that is fair, that doesn’t encourage unnecessary risk taking, that doesn’t penalize you for being an affluent investor; a Price that benefits you more than your advisor.
A BETTER PARTNER
You deserve a Better Partner – a Partner who is fiercely independent; a Partner who strives to go beyond the fiduciary standard; a partner who informs rather than sells; a Partner who always puts YOU first.
The financial world is filled with uncertainty but, with Planvesting as your guide, your future doesn't have to be. At Planvesting, we align your investments with your life's most important goals.
By combining personalized support and service with best-in-class technology and tools, our process will help you answer the one question that matters most: Will I be able to realize my most important financial goals?
Think of market risk as a currency. Use it to buy the goals that you value most. Too much risk? Let's tweak your goals a bit. Maybe retiring a year later allows you to significantly decrease your exposure to market risk. Or to buy that cabin in the woods that you've always wanted.
Of course, life changes, markets shift, and your goals and priorities evolve over time. And so will your plan: Ongoing monitoring means you can have confidence that your goals and investments will remain aligned.
* Stress Tested
* "Least Risk"
* Investment Management Done Right
* Customized to Meet Your Needs
* Evidenced-Based Investment Policy
* Rebalancing, Tax-loss Harvesting
* Ongoing Monitoring & Reporting
* No Sales Quotas
* Full Transparency
* No Third-party Financial Conflicts
* Low Overhead => Better Price
* Responsive & Attentive
* In-home Consults (SE Michigan)
* Decades of Experience
* Money-back Guarantee