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YOU DESERVE BETTER

Go to A BETTER PLAN

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.

Go to A BETTER PORTFOLIO

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.

Go to A BETTER PRICE

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.

Go to A BETTER PARTNER

A BETTER PARTNER

You deserve a Better Partner – at Planvesting, everything we do is done with a single, over-riding question in mind: “Is this the best we can do to protect the long-term interests of our clients, for the lowest reasonable cost?”

Additional Information

ASHLEY SIMMONS

Project Manager
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TIMOTHY SPRAY

Art Director
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TONYA GARCIA

Account Manager
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JASON LANE

Business Development
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