YOU DESERVE BETTER
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 principles, using best-in-class mutual funds and ETFs, 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, or penalize you for being an affluent investor; a Price that benefits you rather than your advisor.
A Better Partner
You deserve a Better Partner – a Partner who is completely independent; a Partner who is willing to be held personally accountable for the advice he proffers; a Partner who always puts YOU first.
At Planvesting, we build low-cost, globally-diversified, tax-aware portfolios customized to each of our clients' individual circumstances - including their goals, their need to bear risk, and their tax situation. And we back up everything we do with independent, objective ("evidence-based") research.
Because we have no third-party financial relationships, we can provide conflict-free guidance. Of course, we also take ethics very seriously: We're keenly aware of our fiduciary responsibility to our clients and pride ourselves on being good stewards.
Being good stewards means that we're driven by a singular passion: to help our clients meet their most important financial goals with as much confidence, as little risk and as little cost as is reasonable.
* Customized to Meet Your Needs
* Evidenced-based Investment Policy Stmt.
* Rebalancing, Tax-loss Harvesting
* Ongoing Monitoring & Reporting
* Responsive, Attentive & Personal
* Full Transparency
* No Third-party Financial Conflicts
* Money-back Guarantee