this is how the smart money invests

four promises

Go to A BETTER PLAN

A BETTER PLAN

A Plan that helps you achieve your most important financial goals while avoiding unnecessary risks; a Plan that optimizes your financial life; A Plan that gives you confidence that your goals and investments will remain aligned.

Go to A BETTER PORTFOLIO

A BETTER PORTFOLIO

A Portfolio that’s based on time-tested, evidence-based principles; a Portfolio that’s customized to meet your unique investment needs; a tax-efficient Portfolio that creates more wealth with less cost.

Go to A BETTER PRICE

A BETTER PRICE

A Price that is fair; a Price that doesn’t encourage unnecessary risk taking or penalize you for being an affluent investor; a Price that benefits you more than your advisor or the wirehouse that s/he works for.

Go to A BETTER PARTNER

A BETTER PARTNER

A highly educated and experienced Partner; a Partner who strives to go beyond the fiduciary standard; a Partner who informs rather than sells; a Partner who always puts YOU first.

One Result

Confidence that you can meet your most important financial goals.

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 to give you confidence that those goals will be met.

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.

At Planvesting, our job is to optimize your financial life. Why make needless sacrifices to your lifestyle if you can afford more? Why take more market risk than is necessary to meet your financial goals?

This is how the Smart Money Invests: From your perspective. On your behalf. With only your best interests in mind. It may not be what you're accustomed to, but it's the way investment management should work.

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